
Cepa Trevor Morgan
With more than 40 years of experience and a background in Public Accounting, the Morgan Wealth Management Group... | Orange County, California, United States
*50 free lookup(s) per month.
No credit card required.
Cepa Trevor Morgan’s Emails tr****@iw****.com
Cepa Trevor Morgan’s Phone Numbers No phone number available.
Social Media
Cepa Trevor Morgan’s Location Orange County, California, United States
Cepa Trevor Morgan’s Expertise With more than 40 years of experience and a background in Public Accounting, the Morgan Wealth Management Group provides a unique perspective to a select group of business owners, corporate executives, and multigenerational families regarding the complex financial opportunities and challenges that come with each stage of their personal and professional lives. Through our comprehensive and thoughtful advice, investment management, and financial planning, you can rely on us to prudently manage your wealth, keeping it in line with your greater purpose. As a second-generation team, our family is devoted to helping yours. We work across generations to address growth strategies, insurance and lending solutions, wealth transfer and preservation, business and estate planning, and philanthropic pursuits. ***** /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Cepa Trevor Morgan’s Current Industry Ubs
Cepa
Trevor Morgan’s Prior Industry
Aqueous Technologies
|
Ubs
|
Eaton Vance
Not the Cepa Trevor Morgan you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience

Ubs
Financial Advisor
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ubs
Financial Advisor Associate
Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Trade & Processing Specialist (BSA)
Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Wealth Advisory Intern
Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Eaton Vance
Investment Operations Intern
Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Branch Intern
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Aqueous Technologies
Intern
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)