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Fifth Third Investment Team James Morgan
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Alexandria North
6801 Alexandria Pike Alexandria, KY 41001 USAbout James
Serving the Alexandria area, James provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, James works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I’ve been happily married for over 27 years, and we are blessed with a daughter. My wife and I have lived in the area for many years, and I know the people well. When I’m not helping my clients, I enjoy spending time with my family, playing golf, fishing , attending sporting events, and traveling.
By getting to know my clients and understanding their financial goals, I’m able to provide the personalized guidance to help them achieve their objectives. My goal is to help develop an individualized strategy which reflects each client’s specific needs.
I have been in the Financial Services Industry since 1994. I have been with Fifth Third Securitites since 1998.
Northern Kentucky University, Highland Heights, Kentucky
- Series 7
- Series 66
- Life Insurance
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.