Brooks Morgan, CFP®, Financial Planner

AN EYE ON THE FUTURE

Brooks likes to keep his clients informed and current with cutting-edge investment strategies. As the Portfolio Manager and Lead Advisor for WorthPointe, he streamlines the complex processes involved in financial planning to ensure effective wealth management. He is a CERTIFIED FINANCIAL PLANNER™ professional and also spearheads the firm’s Ronald McDonald House efforts in Austin.

After joining WorthPointe in early 2011, Brooks was quickly promoted to Compliance Officer and Director of Advisor Support. In these roles, he addressed advisor and client inquiries, facilitated the smooth execution of various account maintenance tasks, and partnered with custodians and technology providers.

An Albuquerque, NM native, Brooks moved to Texas and graduated from the McCombs School of Business at the University of Texas at Austin. He proudly serves on the Board of Directors of the Financial Planning Association of Austin and promotes financial responsibility in the Austin community by volunteering at Foundation Communities as a tax preparer for low-income households.

Brooks has golfed all over Europe, and you can find him teeing off locally at the Barton Creek Golf Club. His passion for the sport has created a following with wealthy professionals who understand and share this core value: while building a solid financial foundation is key to long-term growth, so is getting out on the green and focusing on one’s family. An active traveler, Brooks can claim the rare accomplishment of having seen all the Major League baseball teams play in their hometowns. He loves Austin’s active lifestyle and spending quality time with family and friends.