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Morgan Financial Solutions

Retaining Management

Wesley Morgan is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Ohio. No insurance business may be conducted outside the state referenced.

Wesley Morgan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the state of Ohio. No offers may be made or accepted from any resident outside the specific state referenced.

Wesley Morgan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Ohio. As such, these services are strictly intended for individuals residing in Ohio.

Morgan Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

For additional information, visit Customer Relationship Summary.pdf

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Retaining Management