Particia Morgan

Particia Morgan

Patricia Morgan

Vice President
411 Wakefield St.
West Warwick, RI 02893
(401)615-9657 (Direct)
(800)420-3046 (FAX)
PMorgan@SpireIP.com

ADV PART 2B

 

Patricia Morgan has practiced as a professional financial advisor for the past 14 years. A former teacher, she enjoys working with each client to develop an individualized financial plan that will help them reach their financial goals.

Over the last decade, the market has been increasingly volatile. Dislocations in the economy have hindered clients’ progress towards their goals. In order to better help her clients, she began looking for investment options that would not only grow clients’ wealth but also help them preserve it. When she learned of the wide variety and robust returns of the investment options at Spire Investment Partners, she knew it was the best firm for her and her clients

Patricia has a BA degree from Kent State University, Post Graduate certificates from Mississippi State University and Providence College, and a M.Ed. from Rhode Island College. Ms. Morgan holds licenses in General Securities (Series 7), Series 63, Series 65 and an Insurance license. She has also earned the designation of Retirement Plan Specialist.

A RI State Representative, she enjoys hobbies such as fishing, skeet shooting, reading, and travel.