Joseph Morgan

Joseph Morgan is the Founder and CEO of Blue Harbor Benefits, LLC, where strategic oversight is provided to meet the needs of over 500 employers since January 1999. With more than 30 years of experience in financial services, Joseph currently serves as a Financial Planner at Heritage Financial Consultants LLC and has been a Financial Planner at Lincoln Financial Advisors since 1992. Joseph holds several licenses and designations, including Life and Health Insurance License, Investment Advisor Representative, Series 7, Series 65, Series 63, Series 6, Chartered Retirement Planning Counselor (CRPC), and Life Underwriters Training Council Fellow (LUTCF). Joseph earned a Bachelor's Degree in Business Administration and Management from Radford University and graduated from Calvert Hall College High School.