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Elijah Morgan CFP®

Elijah Morgan CFP®

Partner & Wealth Advisor

Elijah Morgan co-founded Morgan & Shinault Wealth Advisors based on the idea of helping people reach their idea of success. Elijah works with you to understand your financial situation and helps build a plan for the goals you want to accomplish, whether that is owning a second home, investing, or traveling, a financial plan is a road map to achieve those goals. Elijah helps sponsor residential home providers who have unique financial situations and young professionals getting started on their wealth-building journey.

He graduated from Radford University with a Bachelor of Business Administration in Finance and is a Certified Financial Planner™ professional.  Elijah holds his Series 65- Uniform Investment Advisor Law Exam license. He has passed the FINRA Series 7, 63 exams and has his Life, Health, and Annuities license. He is an Investment Advisor Representative with Avantax Advisory Servicesâ„ . 

Elijah is from Hillsville, Virginia, and in his spare time enjoys running, weightlifting, and spending time with friends and family. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the
CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque
design) logo in the United States, which it authorizes use of by individuals who successfully complete
CFP Board’s initial and ongoing certification requirements.