Investment Advisor Representative
Justin Morganti joined the Advocacy Wealth Management in September 2018. With his background in Finance and Real Estate, working with individuals, families, and businesses has given him the skill set necessary to help our clients meet their financial goals.
Justin graduated from SUNY Potsdam College in New York with a Bachelor of Business Administration and Mathematics. He then began his career working with real estate developers across the southeast. As a regional vice president in property management, he was responsible for the budgeting, marketing, training, and overall management of the assets, while exceeding customer expectations.
After leaving property management behind Justin began his role as a financial representative with AIG Financial Network and Penn Mutual Life Insurance Company. This is where he became an agent licensed in Life and Health, Property and Casualty, Series 7 and Series 63. With a concentrated background in fixed income and tax strategies, he learned his role as a fiduciary.
Justin grew up in Potsdam, New York, and now resides in Birmingham, Alabama with his family. In their spare time, they enjoy traveling, spending time with family, and watching Alabama football games in the fall.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
The sword and shield are registered trademarks of Forge Consulting LLC.