Our Firm: Morgan Advisory Group
Morgan Advisory Group was founded on the philosophy of providing unbiased and independent insurance advice to high net worth families, private corporations , family offices and their advisors. Our core competency is life insurance. Our business model, which includes our private underwriting process and our depth of knowledge, allows our firm to focus on the best interests of our clients and to create solutions that are driven by them. Our planning process includes a high level of due diligence on products, services and ideas which enables us to evaluate and select planning solutions solely on the merits as they relate to solving our clients particular needs.
Our mission is to deliver the highest level of professional, comprehensive and objective insurance and planning strategies to a select group of clients and their advisors in order to achieve the most optimum current and future planning results.
Brad Morgan: Principal and Founder
Brad Morgan, is the Principal and Founder of Morgan Advisory Group. He has been active in the life insurance industry since 1986, following his graduation from the University of Southern California. He received a Bachelor of Science degree in Business Administration with a major emphasis in Entrepreneurship. In 1994, Brad earned the Chartered Life Underwriter (CLU) designation and the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania.
In 1998, Brad joined M Financial Group, a national financial and insurance services partnership. M Financial Group is a nationwide organization of wealth transfer and executive benefit firms serving the financial needs of ultra-affluent individuals and their families, closely-held and publicly traded companies.
In 2001, Brad founded his own boutique life insurance firm, Morgan Advisory Group, in order to better serve the needs of his clientele. Morgan Advisory Group has continued its relationship with M Financial Group and has expanded its capacity with the affiliation of M Advisory Group, a member of M Financial
Brad is currently a member of the Orange Coast Estate Planning Council, Society of Financial Service Professionals (SFSP), National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriting (AALU), the Association for Corporate Growth (ACG) and is a founding member of the University of California, Irvine, Merage Center for Investment and Wealth Management. Through these affiliations and his work in the community, Brad is well known by leading estate planning attorneys, corporate attorneys, CPAs and trust officers in the region.
Brad has been a resident of Orange County since 1986 and resides in Newport Coast, California with his wife Christine, and their son Michael. Brad and his family enjoy traveling in the US and abroad, skiing in Deer Valley, visiting Napa Valley and reading. (Brad’s wife Christine often complains that the house has too many books!) Brad also enjoys sports, including watching USC football, most of the time!