Atlanta's Financial Advisors

Morgan Roopnarine

Morgan Roopnarine


Marketing & Operations Manager

Phone: 800.871.1219

Morgan brings with her a successful 14-year career in operations and a passion for helping people. Morgan has a bachelor’s degree from Arizona State. Morgan and her Chihuahua Bandit live in Alaska and work remotely.

About our Advisors


  • Social Security Planning and Prepreation
  • Fee based Financial Planning and Wealth Management
  • Insurance and Disability Planning
  • Investment Strategies
Look for upcoming events in the Atlanta Metro Area. Looking forward to assising you.

Our Contacts

We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
  • Monday – Friday
    from 8:00 to 5:00
  • 123 – 456 – 7890
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