Keith Morgan has spent nearly two decades working for some of the world’s largest financial institutions. He moved his practice to Umpqua Investments because he wanted to work for a firm that shares his belief that clients should be treated like people, not numbers. Keith knows how hard his customers worked to create the wealth they’ve amassed, and he’s committed to helping them protect it both now and for generations to come. The way he sees it, smart financial planning and investing is the cornerstone to a successful retirement, and he’s honored to help his clients achieve it.
Keith’s 15 years as a Naval Flight Officer has trained him to be fearless in the face of a challenge. He’s proud to serve both his country and his community, and says nothing fills him with joy like helping out friends and family. In his free time, Keith enjoys exploring the great outdoors and spending time with his wife and two grown sons.