Our Firm

Morgan Financial Associates was founded by Tristan Morgan in 2021.  Their career began in the ceramics industry in 2008 before transitioning their career as a financial advisor in 2019. Active registrations include Series 7 and 66, and they are also actively licensed for Life and Disability Income Insurance in OH and other states.

The advisors at Morgan Financial Associates are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our associates' collective experience and education positions us to provide our clients with financial strategies that are unique to them.

To meet with a Morgan Financial Associates team member, contact us today at (330) 760-3359.