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John M. Morgan, WMs, CFP®

Raymond James Financial Services, Inc.

One Galleria Blvd
Ste 735
Metairie, LA 70001
Phone: (504) 837-1733 x 103
Fax: (504) 837-0476

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.