Amy Morgan is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. She has been with LPL Financial since 2014 and operates her own business, Amy Milar, since 2012. Outside of her advisory role, she is involved with Benefit Strategies and Solutions, focusing on non-variable insurance products including life, disability, and health coverage.
LPL Financial serves a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.