Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

Sten J. Morgan, CFP®, ChFC®

Financial Services Executive, Financial Advisor, Special Care Planner

Domicile State: TN

Legacy Investment Planning

830 Crescent Centre Drive, Suite 450

Franklin, Tennessee 37067

Phone: 615.778.3233

smorgan@legacyinvestmentplanning.com

 


Sten Morgan is the founding member of Legacy Investment Planning. He focuses on investment, retirement, estate, and tax planning for his clients. 


Legacy Investment Planning is a separate entity from Strategic Financial Partners and is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.    

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Check the background of this financial professional on FINRA's BrokerCheck