Brad Morgan, CFP® by P&G Retirement | Feb 23, 2023 × Brad Morgan, CFP® Director & Senior Wealth Advisor Email Brad 513-618-3063 Brad Morgan, CFP® × Designations and Licenses Brad is a CERTIFIED FINANCIAL PLANNER™ professional. Experience and Education Brad provides financial planning and investment management to individuals, foundations and endowments. Brad leads our P&G advisor team and has specialized experience in Procter & Gamble employee benefits. Following in the footsteps of three generations, Brad began his career at P&G. While there, he spent time around the world serving in roles in process design, package development and project management. His passion for investing and desire to work closely with individuals on their financial goals brought him to Mariner Wealth Advisors. Brad has bachelor’s and master’s degrees in mechanical engineering, graduating magna cum laude from the University of Tennessee. Personal Interests Brad enjoys golf, cycling, running, snow skiing and water skiing.