Brad Morgan, CFP®
Trusted advisor for the P&G community
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Savvy Wealth Brad Morgan, CFP®
Cincinnati, OH
Serving Clients Nationwide
Trusted advisor for the P&G community
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brad Morgan, CFP®
Hi there! I'm Brad Morgan, a former Procter & Gamble employee turned financial advisor. With a focus on tax planning, I've been a trusted advisor for the P&G community for over ten years.I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions. I define success as taking the client relationship to a level of complete trust and confidence.
I like getting to know my clients on a personal level. I have found that it makes for a much better professional relationship. It is important to me that every client feels like I am a phone call or text message away, be it on a Saturday morning or Wednesday afternoon.
Get to know Brad
Brad is a CERTIFIED FINANCIAL PLANNER™ who specializes in assisting Procter & Gamble (P&G) employees and retirees with their financial planning needs. With expertise in tax strategies, charitable giving, stock options, estate planning, and income management, Brad provides tailored guidance to help clients navigate the complexities of their compensation packages.
His unique perspective as a former P&G employee and a member of a multi-generational P&G family enables him to empathize with clients’ challenges and decisions. He holds both a bachelor's and a master's degree in Mechanical Engineering from the University of Tennessee, where he graduated with honors.
Brad met his wife, Jenny, at P&G, where she worked in marketing for 12 years. They live in Madeira, OH, with their four children and two dogs.
Outside of work, Brad and Jenny are passionate cyclists and enjoy traveling with their family. They also love skiing—snow in winter and water in summer—and actively participate in their local church, Crossroads. This blend of personal and professional experience makes Brad a trusted resource for P&G employees seeking to secure their financial futures.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Cincinnati, Ohio
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Savvy Wealth
Whether you’re growing your wealth, planning for retirement, or navigating a major life transition, we’re here to guide you every step of the way.✔️ Personalized Planning – Your goals come first. We craft financial strategies tailored to your unique aspirations.
✔️ Curated Investment Portfolios – Personalized portfolios, backed by a fully dedicated investment team, with proactive management and research-driven guidance to keep you aligned with your financial goals.
✔️ Smart Technology + Human Expertise – Get the best of both worlds: proprietary financial tools with hands-on guidance.
Financial planning shouldn’t feel overwhelming—it should feel empowering. With Savvy Advisors, you gain a trusted partner who helps you make informed decisions with confidence.
How I Can Help
▪️ Procter & Gamble (P&G) Employee Benefits
Qualified experience in specifics around P&G benefits including: retirement planning and readiness analysis, stock option analysis and planning, tax efficient investing and the utilization of direct Indexing, income planning in retirement, distribution strategies from Procter’s Profit Sharing Trust Plan (PST), specifically the use of net unrealized appreciation.
▪️ Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why.
pie chart with small wedge cut out and filled in for alternatives investing
▪️ Legacy & Charitable Planning
Whether it’s transferring assets to kids or grandkids, or maximizing your charitable donations, we have the expertise with complex strategies surrounding wealth transfer.
Education
University of Tennessee, Knoxville, Master of Science (M.S.), Mechanical Engineering | Bachelor of Science (B.S.), Mechanical Engineering
Hobbies and Interests
- Church
- Cycling
- Family
- Skiing
- Traveling
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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