Anthony Morgan Overview

  • Investor Type
  • Angel
  • Investments
  • 1
  • Portfolio
  • 1

Anthony Morgan General Information

Description

Mr. Anthony Morgan serves as Financial Planner at Danielson Group Wealth Management. He delivers a unique blend of wealth advice, highly personalized service and an extensive knowledge of risk management to our clients. He is known for simplifying the complexities of wealth and life transitions into a language that is understandable and clear. This skill means clients have a much clearer vision about how to reach their dreams. Prior to joining our team, Tony completed a 22 year career at Lloyd's Banking Group in Canada and the U.K. At Lloyd's, he advised a wide range of professionals including Queen's Counsel, corporate CEOs and entrepreneurs. Building long-lasting client relationships and helping people every day gets Tony up in the morning. It's the foundation that drives him to make a difference. Tony is the founder and President of the British Canadian Business Association (BCBA), a not-for-profit organization created to support companies and individuals on both sides of the Atlantic. Tony holds certification as an Advanced Financial Planner, Taxation and Trusts from the Chartered Insurance Institute.

Contact Information

Primary Investor Type
Angel (individual)

Anthony Morgan Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
000000000 06-Jan-2016 00000 00000 00.00 Business/Productivity Software Generating Revenue 0000000 000000
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Anthony Morgan Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Anthony Morgan Team (1)

Name Title Deals Funds Boards Office
Anthony Morgan Angel Investor 0
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