Morgan Cfp
Senior Vice President, Financial Advisor, Portfolio Manager at The Owen Legacy Group a member of D.A at Owen Legacy Group a member of D.A. Davidson & Co. - Bozeman, MT, us
Morgan Cfp's Colleagues at Owen Legacy Group a member of D.A. Davidson & Co.
Brenda Kitto
Assistant Branch Manager, Associate Financial Advisor, Portfolio Manager
Morgan Cfp's Contact Details
N/A
Bozeman,Montana,United States
Owen Legacy Group a member of D.A. Davidson & Co.
Morgan Cfp's Company Details
Owen Legacy Group a member of D.A. Davidson & Co.
Bozeman, MT, us • 5 - 9 EmployeesFinancial Services
The Owen Legacy Group is one of Montana's preeminent wealth management teams. We are a family business; as such we treat each other and clients with a level of honesty, respect, and integrity that you expect from family but should also expect from your most trusted advisor. We help develop and craft a unique purpose and path for the wealth you have accumulated so that it can be employed to accomplish your goals, benefit your family, community or the world. Every day we strive to foster an atmosphere where each member of the Owen Legacy Group works to bring the utmost value and peace of mind to those we work with, and continue to be dedicated and thoughtful members of the community in which we live.