Darin A. Morgan, CFA, CFP®

Principal

Naples

Client Advisory

Biography

Darin is a Principal in the Bonita Springs office. He focuses primarily on portfolio management and financial planning.

Prior to joining Cerity Partners, Darin served as a Senior Vice President and Portfolio Manager at Maryland Capital Management. Additionally, he served as Senior Vice President at Ascendant Wealth Management for over a decade. He also has experience working at SunTrust Bank.

Darin is an avid golfer and guitarist, playing in several live bands in the local area.

Education

  • B.A. in Finance from Texas Tech University
  • MBA from Southern Methodist University
  • MS in Accounting from Nova Southeastern University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.