Brad Morgan, CFP®
Hi there! 👋🏼 I'm Brad, a former Procter & Gamble employee turned financial advisor. With a focus on tax planning, I've been a trusted advisor for the P&G community for over ten years. I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions. I define success as taking the client relationship to a level of complete trust and confidence.
Cincinnati, OH
“I like getting to know my clients on a personal level. I have found that it makes for a much better professional relationship. It is important to me that every client feels like I am a phone call or text message away, be it on a Saturday morning or Wednesday afternoon.”
Brad's published work
Market Updates & Economic Outlook
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How can I help?
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Brad.
Get to know Brad
Brad brings a wealth of experience helping P&G employees and retirees navigate complex compensation and retirement options. His expertise spans tax strategies, charitable giving, stock options, estate planning, income planning, and investment management.
Growing up in a multi-generational P&G family and having been a P&G employee himself, Brad empathizes with the loyalty and tough choices faced by many P&G employees. As an investment advisor representative, he upholds a fiduciary standard, always putting clients' interests first.
With a background in Mechanical Engineering, earning both bachelor's and master's degrees from the University of Tennessee with honors, Brad met his wife at P&G, where she worked in marketing for 12 years. They have four young children and two dogs, residing in Madeira, OH.
Outside of work, Brad and his wife Jenny are enthusiastic cyclists. They share a passion for traveling with family. Winter time means snow skiing. Summer time means water skiing. They are active in their local church, Crossroads.
Book a 30-min introductory call with Brad.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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