CoverProfile

Morgan Brazie

President, Investment Advisor

Westminster Financial Companies

United States, Ohio, Vandalia

About Me

Morgan serves as the President of Investments for Westminster Financial Advisory Corp. As Vice President of Investments, Mr. Brazie interfaces with investment professionals and clients across the nation. He also serves as a member of the Investment Policy Committee (IPC), where he works closely with Larry Shull, Michael Suhay, and the other IPC members to help devise investment strategies for the day-to-day management of client portfolios. He holds the Series 7 (General Securities), Series 66 (Uniform Combined State Law), Series 24 (General Securities Principal) registrations, Series 4 (Options Principal) and Life, Health & Annuity License. Mr. Brazie earned degrees in Economics and F

View more

Profile Information

President, Investment Advisor

Westminster Financial Companies

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Vandalia

Ohio

United States

Aug 12, 2024

More profiles to browse

NB
Norm Burkhardt
Board Member & Vice Chairman
Profile Photo
Kirk Stager
Chief Executive Officer & President
LM
L. Miles Brazie
Chief Executive Officer
LS
Larry Shull
Investment Professional & Member of the Investment Policy CommitteeInvestment Professional & Member of the Investment Policy Committee

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University