Gregory Morgan
Managing Director
Gregory Morgan (Greg) has been a financial advisor for more than 30 years. During that time, he has become well known for his ability to build meaningful relationships with his clients that enables them to best prepare for major life events, transitions, challenges and opportunities with confidence.
Greg moved his private practice, GM Wealth Management, to TSG Wealth Management in 2022. This move allowed him to focus 100% of his time on his primary mission – helping each client succeed financially.
Greg graduated from CSU Fresno with his B.S. in Business Administration-Accounting and earned a second degree in Biology-Zoology. After graduating, Greg began his professional career as a tax accountant (not currently practicing or providing tax or legal advice), spending two years in public accounting followed by eight years with a local family-owned farming and fruit marketing company. In 1993, Greg decided to utilize his financial knowledge and experience by becoming a financial advisor with Smith Barney. After only three years with Smith Barney, he was promoted to branch manager, where he served for another 12 years prior to moving his practice to Wells Fargo Advisors in 2009. For the next 10 years, Greg served as both a financial advisor and the manager of the Visalia branch, prior to launching his own firm, GM Wealth Management, in 2019.
In 2022, Greg teamed up with TSG Wealth Management to add significant resources and backup to his practice enhancing the level of service he provides to his clients.
Greg and his wife, Donna, have been married since 1983 and are the proud parents of two children, Garrett and Kaitlin, who have given them five grandchildren, Amelia, Elizabeth, Victoria, Vince and Thomas. Garrett is an Anesthesiologist, practicing in Fresno, CA and is married to Erin, a registered nurse. Kaitlin is a speech-language pathologist, married to Miles, an attorney.
He and Donna enjoy traveling and spending time with family and friends, especially over a great meal and a nice glass of wine.
Licensure
- Series 7, 8, 63 & 65 Registered
- Life & Health Insurance Licensed
NV Insurance License Number: 3854364.
You may not know this about Gregory Morgan...
Greg enjoys skiing, hiking and cycling in the nearby Sierra Nevada mountains. Hiking Half Dome, Mt. Whitney and cycling around Lake Tahoe 4 times are some of his proudest accomplishments.
