Dave Morgan is an Investment Advisor Agent of Compass Capital Corporation, a Registered Investment Advisor. Dave is also a Certified Financial Planner™. Dave has over 30 years experience as a pharmacist, entrepreneur and business owner. He holds a Certificate in Financial Planning from Boston University and has passed the CFP exam. He has completed the six thousand hours needed to complete his certification. He holds degrees from UMass Amherst and Massachusetts College of Pharmacy. Dave brings a unique and practical perspective along with 15 years of investing experience to the financial advising field. His particular area of interest is comprehensive financial planning for small business owners and healthcare professionals. Mr. Morgan serves on many committees and boards of various non-profit agencies. Dave is a member of the Financial Planning Association and many pharmacy associations on a state and national level. He resides in Weymouth with his wife Susan and their twin girls.

Reach Dave at 781-331-0180 or email at DMorgan@CompassSecurities.com.