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Morgan L
CFP®, Series 66
Sanibel, FL
OneSeven
Morgan Lemaitre is a CFP® with 14 years of industry experience, currently serving as an advisor at OneSeven since 2019. Prior to joining OneSeven, Morgan gained experience at firms including Park City Family Office, International Assets Advisory, and Raymond James & Associates. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, while also leveraging third-party platforms and independent managers.
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