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

LS
Larry Shull
Member, Investment Policy Committee and Investment Professional
RC
Robert Caron
Regional Vice President
AS
Angela Sweeney
Chief Financial Officer
RL
Reed Laughlin
Chief Investment Officer, Portfolio Manager and Managing Director, Investments

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management