Kenneth Morgan, CFP®, CIMA®, CTFA, AEP, CEPA is the current Chief Operating Officer at Clearstead Trust LLC. With a background in finance and experience in various senior leadership roles in reputable companies like PNC Private Bank Hawthorn and Wells Fargo, Ken brings a wealth of knowledge and expertise to their position. Having served in the US Army as a Staff Sergeant, Kenneth exhibits strong leadership skills and a dedication to achieving success in their professional endeavors.
Sign up to view 2 direct reports
Get started