Brooks Morgan, CFP®

Brooks Morgan, CFP®PARTNER, FINANCIAL PLANNER

brooks morgan
brooks morgan

Brooks likes to keep his clients informed and current with cutting-edge investment strategies. As the Portfolio Manager and Lead Advisor for Constitution Wealth, 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 Constitution Wealth, 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.

CONSTITUTION WEALTH WILL HELPYOU INVEST IN YOUR VALUES

We give you the ability to invest in projects that align with your core values and the freedom to give to causes that you are passionate about. We want to empower you to make financial decisions based on your patriotic values through an intimate relationship built on mutual core beliefs. You reap the financial benefits for years to come when you decide to invest in your values.

You will maximize your financial gain and you won’t be ashamed about how you did it. At Constitution Wealth, we pride ourselves on helping you align your money with your values. You can invest in companies that support the same

causes you do. You don’t have to work with a wealth management team that is fundamentally misaligned with your value system!

Right now, your financial investments could be creating capital for values that you do not agree with. We want to give you the resources and guidance you need to start investing in your passions and beliefs. You have the ability to start creating political and economic change once you align your values with your financial portfolio. We don’t avoid talking about beliefs, we encourage it and want to foster your passions through wealth management.