
Morgan Brazie
President, Westminster Financial Advisory Corp.
BIO
Morgan serves as the President for Westminster Financial Advisory Corp. As President of WFAC, Mr. Brazie interfaces with investment professionals and clients across the nation. He also leads the Investment Policy Committee (IPC), where he works closely with its 14 members to create and implement investment strategies for the day-to-day management of client portfolios. He holds the Series 7 (General Securities), Series 66 (Uniform Combined State Law), Series 24 (General Securities Principal) and , Series 4 (Options Principal) registrations and has his Life, Health & Annuity License. Mr. Brazie earned degrees in Economics and French from Lake Forest College. During his time there, he spent a year studying at the London School of Economics & Political Science where he focused on economics courses to fulfill his undergraduate requirements.
Along with his passionate interest in securities investing, Morgan loves spending time adventuring outdoors, growing vegetables in his garden and raising chickens, and spending time with his wife, two sons, and dog.
EDUCATION
- FINRA Series 4, 7, 24, & 66 Securities Licenses
SIE Designation
Life, Health & Annuity Insurance Licenses
B.S. from Lake Forest College in Economics & French
