Gregory Morgan (Greg) has been a financial advisor for more than 25 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 from his private practice, GM Wealth Management, to TSG Wealth Management in 2022 with his clients’ best interests at the top of his priority list. By joining the team at TSG, Greg can enjoy the structure TSG has to offer while giving him the ability 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 also earned a second degree in Biology-Zoology. After graduating, Greg began his professional career as a tax accountant (not currently practicing 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 GM Wealth Management practice in 2019.
In 2022, Greg teamed up with TSG Wealth Management to add significant resources and backup to his practice in order to enhance 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 a medical resident at Visalia’s Kaweah Delta Hospital 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.
CA Insurance License Number: 0B28924. Resident State CA.