John J. Morgan
John Morgan is a Investment Advisor Representative with New England Schooner. Mr. Morgan and the Advisors at New England Schooner are individually registered with an independent broker-dealer, Royal Alliance Associates, Inc. as Registered Representatives.
His experience includes more than 16 years working with clients (individual, family, and small business owners) on how to accumulate wealth in tax advantageous vehicles. Utilizing Stocks, Bonds, Mutual Funds, REIT's, and Insurance products to meet the Financial Goals of Retirement, College Planning, & Wealth Accumulation. Prudent & practical investing is the approach utilized while working with families to achieve their financial goals.
He travels to meet with his clients from Illinois, Massachusetts, New York, Florida, Texas, and 9 other States.
Mr. Morgan has a B.A. from the State University of New York at Buffalo and holds Series 7, Series 6, Series 63, and Series 65 registrations.
John lives in the suburbs of Chicago with his wife Melissa and two children, Lincoln and Tyler.