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Cynthia E. Morgan
Investment Consultant
More than 15 Years of Experience in the Financial Services Industry

Cynthia E. Morgan began working in the financial services industry in 1980 working for Suburban Trust Company, now Bank of America. Later, she transferred to the bank’s Equity Mortgage company.

In 2005, Cindy changed her career path, joining Ameriprise Financial as an assistant with an independent financial advisory practice. After earning a bachelor’s degree in Finance from the University of Maryland (graduating summa cum laude ), she became a licensed financial advisor with Ameriprise.

In 2010, Cindy partnered with Barney Walsh. Hence, that firm has been renamed "Morgan & Walsh." Together Cindy and Barney have more than 40 years experience working with clients.

Cindy's areas of focus include:
• Retirement planning
• Retirement income planning
• Investment planning
• Wealth management
• Insurance: life, annuities, long term care
• Education planning
• Comprehensive financial planning

Cindy is active in her community. Currently she is President, Board of Directors for the South County Assistance Network, Inc. food bank in Lothian, MD. She is also on the Event Committee for the Southern Anne Arundel Chamber of Commerce.

Married to Mark Morgan, Cindy and Mark have three children: Sean, Kim, and Sarah, and grandchildren.

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The firm is licensed and registered to conduct business and serve clients in Maryland, District of Columbia, Virginia, New Jersey and North Carolina.

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Cynthia E. Morgan is a Registered Representative of Finance500, Inc. Securities are offered through Finance500, Inc., member FINRA and SiPC. Advisory and planning services are offered through F500 Advisory Services, Inc.