Experience

For over 15 years, Morgan Edwards has worn many hats in the financial services industry. After joining UBS in 2014 as a Financial Advisor, Morgan built his practice, which specializes in comprehensive financial planning and asset management for high net worth families throughout the greater United States. Clients value his straight forward honesty and informal approach to navigating complex issues and markets. His firm belief is that through understanding each clients’ unique situation and their drivers, he is able to tailor expert advice and knowledge for a vast array of circumstances. This approach has led to him in becoming a leader amongst his peers in assets under management and client satisfaction.

With his mother and father both middle school teachers, Morgan has a natural ability and passion to educate. He received his B.B.A from James Madison University and competed on the collegiate level as a soccer goalkeeper. Morgan credits a lot of his ability to manage financial markets under pressure, to that of his experience reading and directing his teams on the soccer field. After deciding on a career in finance, Morgan went on to earn his Certified Financial Planner™ (CFP®) designation from Old Dominion University and stays very active in his continuing education.   

Morgan has served on the Board of the Hampton Roads chapter of The Financial Planning Association and stays very busy in his community. He and his wife, Amanda live with their three young children, Knox, Holden and Millie in the Chicks Beach area of Virginia Beach. There, they enjoy everything about the outdoor lifestyle. His many hobbies and passions include snowboarding, acoustic guitar, running, golf, hiking and beach days on the Chesapeake Bay surrounded by his family and friends.