Merrill Lynch Financial Advisor Morgan Swalberg

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Morgan Swalberg is a financial advisor based in Salt Lake City, Utah, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA), Morgan specializes in providing comprehensive financial planning and investment management services. His practice focuses on helping clients navigate their financial journeys with informed decision-making and personalized guidance.

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