Justin Morgan is a Fiduciary Investment Advisor and Director of Fiduciary Consulting at American Trust Wealth. He joined the organization in 2005 and has over 20 years of experience providing retirement planning in the financial services industry.
Justin serves families and individuals to deliver goals-based investment management, helping them navigate important financial decisions and work confidently toward their financial goals.
Justin is the team leader for fiduciary consulting which includes broad responsibilities in all facets of client management and strategic planning for ERISA 3(38) and OCIO business. He consults with ERISA clients on a variety of retirement plan-related topics, including fiduciary plan governance, investment menu strategy, and plan compliance matters.
Justin serves as a voting member of the Trust Investment Committee, which is directly responsible for the development and implementation of the company’s investment policy and portfolio management strategy.
Justin is a graduate of the University of Kentucky Carol College of Business & Economics where he received a BBA in Finance. He has earned the Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), and Qualified Plan Financial Consultant (QPFC) credentials through ASPPA, as well as the Accredited Investment Fiduciary Analyst® (AIFA®) designation awarded by the Center for Fiduciary Studies.