David Morgan is a seasoned professional in the financial services industry, currently serving as a Business Development Executive at Summit Financial Group, Inc. since May 2023. Morgan's expertise includes designing and implementing benefits, insurance, and investment solutions tailored to clients' financial needs. Prior experience includes roles as a Sales Executive at Voluntary Benefits At Work from May 2019 to May 2023, and as a Broker Representative at Aflac and Fort Dearborn Life Insurance Company. Additionally, Morgan held the position of Regional Sales Manager at Allstate Benefits from March 2010 to April 2015. David Morgan earned a Bachelor's degree in Finance from Oklahoma State University.
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