LINDA J. MASSEY
Linda began her career almost 40 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 startup 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 that included overseeing five offices in three states. Those offices provided estate planning for senior clients.
Ms. Massey holds insurance licenses for Life, Health, Property, and Casualty in the state of New Jersey. She is a Notary Public in New Jersey. In addition, Ms. Massey holds a Series 65 securities license – Uniform Investment Adviser Law Examination and as such is an Investment Adviser Representative and is also a Fiduciary.
Ms. Massey is one of the founding partners and President of Massey Morgan Financial Solutions, LLC. Throughout her career she has assisted many clients with their financial needs. She is also a partner in Massey Morgan Wealth Management, LLC.
THOMAS J. MORGAN
Mr. Morgan is Senior Partner and President of Massey Morgan Wealth Management, LLC, which specializes in one-to-one financial advice, with the primary focus on investing assets for the comfort and security of the client during retirement. He is also a partner in Massey Morgan Financial Solutions, LLC.
Mr. Morgan holds the Series 65 securities license required for individuals to function as an Investment Adviser and is also a Fiduciary. The Series 65 exam, known formally as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics, and topics important to the role of a financial adviser. In addition, he holds licenses for Life Insurance, Health Insurance, Variable Life Insurance, and Variable Annuity.
For seven years he served as Senior Adjunct Instructor for Business and Finance at Burlington County College. Thomas has enjoyed working in the financial profession for over 45 years.