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Brad Morgan

Wealth Management Consultant at Saybrus Partners

Brad Morgan, MBA, is a seasoned professional in the financial services industry with extensive experience in wealth management and life insurance distribution. Currently serving as a Wealth Management Consultant at Saybrus Partners since February 2021, Brad is responsible for the wholesale and point of sale distribution of life insurance products. Prior to this role, Brad was a Regional Life Specialist at AIG, where responsibilities included managing life insurance distribution in Georgia and South Carolina from October 2013 to February 2021. Brad's career also includes significant leadership positions such as Senior District Sales Manager and Health and Benefits District Sales Manager at Paychex Agency Inc, where talent development and agency growth were key focuses. Earlier roles include Regional Wholesaler at The Hartford and Human Resource Consultant at Paychex, Inc., along with a foundation in sales management at PPG Industries. Brad holds an MBA in Finance from Georgia State University and a BBA in Marketing from Ohio University.

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