David H. Morgan has spent more than twenty-five years helping families align their wealth with the lives they want to live. His practice brings together estate planning, investment management, income design, and tax awareness in a single, coordinated approach.
Drawing on an Honors degree from Indiana University and a Master of Science in Financial Services, David partners with a network of legal, tax, and planning professionals to build bespoke, multi-disciplinary strategies. Clients value his ability to turn complex situations into clear next steps for both current and future generations.
As a fiduciary wealth advisor, David is committed to delivering advice that is objective, transparent, and rooted in his guiding principle: “to comfort, to strengthen, to guide.” He has advised physicians, attorneys, business owners, and retirees and is a frequent speaker to professional groups and community organizations.
Away from the office, David serves as an elder at his church and enjoys time with his wife and three sons. A lifelong sports fan, he still follows his hometown St. Louis Cardinals and Indiana University basketball.
What are 3 words people use to describe you?
committed, focused, honest
If happiness were the national currency, what kind of work would make you rich?
helping and guiding others
Name one thing not many people know about you.
avid reader
What did you want to be when you were a child?
U.S. Senator or Ambassador
What are you most grateful for in your life?
strong values and education, academic, cultural and spiritual
What is the best advice you’ve ever been given?
“Do your best, no matter what that may be.”
What are your Top 3 all time favorite movies?
Dr. Zhivago, The Graduate, King of Kings
What is your greatest achievement and how has it shaped you?
Missouri State Debate Champion – taught me how to solve complex issues and to communicate them effectively
What book has influenced you the most and why?
Bible – it is life’s values and anchor
What one thing have you not done in your life that you really want to do?
visit Australia and New Zealand
What is your favorite quote and who said it?
“He saw wrong and tried to right it,” Edward M. Kennedy, 1968
If you could have dinner with anyone, living or dead, who would they be and why?
Neil Diamond: writer, composer, singer, poet – a truly multi-faceted talent
What words of wisdom would you pass on to your childhood self?
keep your vision and focus
List one thing you wish you could change about yourself.
more patience
If you could speak to everyone in the world at the same time, what would you say?
we have 2 ears and 1 mouth – use them appropriately
Who is one of your heroes and why?
John F. Kennedy – he offered vision with garnered results
What is your most treasured memory?
overseas study in England and traveling Europe
If you could have the answer to any one question, what would that question be?
what is the afterlife like?
If you were to die tomorrow, what would be your biggest regret?
less time with my loved ones
If you could live in a book, TV show or movie, what would it be?
History of the World!