James Morgan

Fifth Third Investment Team James Morgan

Investment Executive

My Other Locations

Fort Thomas

  • 131 North Ft Thomas Avenue
  • Fort Thomas, KY 41075
  • 8594410500
  • Monday: 9am-5pm
  • Tuesday: 9am-5pm
  • Wednesday: 9am-5pm
  • Thursday: 9am-5pm
  • Friday: 9am-6pm
  • Saturday: 9am-12pm
  • Sunday: Closed
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About 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.
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.
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
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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 preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."

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