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

Profile Photo
Stuart Brazie
Manager and Managing Director
LM
L. Miles Brazie
Chief Executive Officer
VN
Vivienne Noufer
Investment Advisor
JN
Johann Nanayakkara
Board Member, Wealth Advisor

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services