Jamie Morgan

Senior Vice President - Private Wealth Advisor- Senior Portfolio Advisor - Sports & Entertainment Advisor - The Miller | Asher Group

Private Wealth Advisor, Senior Vice President at Merrill Private Wealth Management
(November 2016 – Present)

Founder @ The Irick Group | Private Wealth Advisor to Accomplished Executives, Athletes & Founders | Helping Successful Families Navigate Sophisticated Financial Needs | Featured in Barron's & Conscious Investor Magazine

Your path towards success is unique & is about more than just investments. It's about your family, your work, & your legacy.

We are devoted to helping you be purposeful with your wealth.

As a multi-generational team with high ethical standards, we are focused on deliv...

Managing Director, Senior Resident Director - Helping Business Owners between $5mm and $25mm EBITDA Maximize their Exit - And become Actively Wealthy with new business ventures

I lead a team focusing on the needs of high level corporate executives and 1st generation wealth creators / millennial business owners.

My team provides access to the various services offered at Merrill & Bank of America which include:

- Exit/Business Succession Planning...

Senior Vice President, Private Wealth Advisor

Disclosures for Professional Designations:
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.

*Investments & Wealth Institute (The Institute) is the owner of the certification marks CIMA an...

Private Wealth Advisor - I Specialize in Navigating the Financial Challenges Exclusive to Ultra-High-Net-Worth Individuals and Their Families.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Some or all alternative investment programs may not be in the best interest of certain inv...

Managing Director, Private Wealth Advisor

Private Wealth Advisor, Managing Director at Merrill Private Wealth Management
(Aug 1987 – Present)