Morgan Webb, CFP, EA
Morgan J Webb is co-founder of Estrada Webb & Associates.
She has been providing wealth management services to families and business owners in the Dallas Fort Worth metroplex since 2006.
As a Financial Adviser, Morgan has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, she continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, guaranteed income and asset protection using life insurance and long-term care strategies.
Morgan is a Certified Financial Planner®, Certified Fund Specialist, and an Enrolled Agent with the IRS.
She graduated from the University of North Texas with a BBA in Marketing.