LINDA J. MASSEY
Linda began her career over 30 years ago as a marketing representative for a New Jersey based insurance company. She has worked for one of the largest financial companies in the United States and during the last three years of her tenure was a top producer in the Northeast area of the United States.
Ms. Massey was then recruited by a start up health insurance company as Director of Development for various insurance products. She spent five years successfully growing her division from infancy into a major competitor in South Jersey.
Accepting greater challenges, Ms. Massey was appointed Vice President of the Northeast Region for a national company with responsibilities, which included overseeing ﬁve offices in three states. Those offices provided estate planning for senior clients.
She holds the designation of Life Underwriting Training Council Fellowship and is a member of the Life Underwriters Association. Ms. Massey holds licenses for Life and Health, as well as, Property and Casualty in both New Jersey and Pennsylvania. She is also a Notary Public in New Jersey.
Ms. Massey is one of the founding partners and President of Massey Morgan Financial Solutions, LLC. Since entering the ﬁeld of Senior Consulting she has assisted over 3,000 clients with their estate and financial needs.
Thomas J. Morgan
Thomas served the people of New Jersey in the public sector for over 17 years, successfully managing and investing millions of taxpayer dollars. Now, Mr. Morgan is Senior Partner and Vice President of Massey Morgan Financial Solutions, LLC, which specializes in one-to-one financial advice, with its primary focus being the comfort and security of the client during retirement.
Mr. Morgan’s specialty in financial planning is coupled with an understanding of the particular issues and conflicts facing senior clients while planning and managing his clients with a network of experts to consult with issues that are outside the financial arena.
He has a Masters Degree in Administration and is certified by the State of New Jersey to teach five specialty areas of Administration, Accounting, and Business. For seven years he served as Senior Adjunct Instructor for Business and Finance at Burlington County College. Mr. Morgan currently holds a life and health insurance license. In addition, he has expertise in the new equity index accounts, for both New Jersey and Pennsylvania. Thomas has enjoyed working in the financial profession for over 35 years.