Linda Morgan

Current

Financial Advisor at Edward Jones

Past

Sales Training Manager at WMC Mortgage
Sales Training Design Supervisor at WaMu
Educational Consultant II at Sprint PCS

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Recommended

1 person has recommended Linda

Connections

188 connections

Industry

Financial Services

Websites

Fun and Your Financial Future

Linda Morgan’s Summary

I’m sure you hear from many brokers, but few of them can serve you personally or build a long-term business relationship to help you meet your investment goals.

Let's be honest. Most big investment firms seem exactly alike, selling the same investments and making the same promises. You might look at Edward Jones or me and see just another company or advisor, but we believe we're different from the inside out.

At Edward Jones, we believe in meeting folks the old fashioned way - face to face. I believe this sets us apart! I listen to your needs and goals and offer a personal "diagnosis" in language that you understand. And long after your appointment, you can count on me to be familiar with your history and provide answers to future questions and concerns.

I realize that our level of service might seem a little unconventional. But why should you expect anything less than personalized, one-on-one attention when it comes to your financial security?

Linda Morgan’s Specialties:

· Portfolio review
· 401(k) rollovers
· In depth retirement planning
· Saving for your child’s college education
· Planning for a small business
· Reducing taxes

Edward Jones has been ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms Three Years in a Row" by J.D. Power and Associates

NASD Series 7 Licensed
NASD Series 66 Licensed

Linda Morgan’s Experience

Financial Advisor

Edward Jones

(Privately Held; 10,001 or more employees; Financial Services industry)

2007 — Present (2 years )

I am a financial advisor with Edward Jones, one of the only financial services firms serving individual investors exclusively.

My primary goal is to help you develop an investment strategy geared toward your unique, long term goals.

Whether your needs include in depth retirement planning, planning for a small business, saving for your child’s college education, or reducing taxes, I can help you achieve your financial goals.
Sales Training Manager

WMC Mortgage

(Public Company; 1001-5000 employees; Real Estate industry)

2005 — 2007 (2 years )
Sales Training Design Supervisor

WaMu

(Public Company; 10,001 or more employees; WM; Banking industry)

2003 — 2005 (2 years )
Educational Consultant II

Sprint PCS

(Public Company; Telecommunications industry)

1998 — 2002 (4 years )

Additional Information

Linda Morgan’s Websites:

Fun and Your Financial Future

Linda Morgan’s Interests:

Spending time with family and friends... you know the good life! I also love photography, traveling, sports games, music... even musicals!

Linda Morgan’s Groups:

Certified Facilitator - Inclusive Leader Workshop, General Electric, 2007
Certified Facilitator - Corrective Action, WMC Mortgage, 2006
Certified Facilitator - Building Essential Leadership Skills, General Electric, 2005
Creative Training Techniques, Bob Pike, 2005
Situational Leadership, Ken Blanchard, 2005
The Seven Habits of Highly Effective Managers, Franklin Covey, 2004
Successful Training Techniques, Achieve Global, 2003
Positive Performance Management, 2001