Scott Morgan, CRPS®

Retirement Plan Adviser

What path led you to wealth management? 

Upon graduation from The Ohio State University, I worked for a Fortune 500 company in a variety of roles including sales, financial analysis, and sales management. Transitioning to wealth management allowed me to combine my passions of finance and helping people. 

Why did you join TDC Investment Advisory? 

I was looking for a role that would be rewarding and allow me to provide value by helping others. TDC provided me with the opportunity to work for a leading independent advisory firm where they act as a fiduciary by always putting the interests of their clients first. I was impressed how TDC is a full-service firm, providing services well beyond just wealth management. 

What most excites you about your work? 

Ultimately, our goal each day is to help families. Understanding the impact and value of our work keeps me motivated. 

What has been your most rewarding career experience? 

Working as a retirement adviser to develop comprehensive retirement strategies for plan sponsors and participants and help guide them to be able to meet their goals, retire, and live their desired lifestyle. 

Why do families need to stronger, closer, and wiser? 

Our role at TDC is to think through and formulate a financial plan for our clients that then allows them to focus on the important things such as their family. By reducing financial stress and complexity, it allows our clients to maximize and treasure the time spent with loved ones. 

What do you like to do outside of work? What’s your favorite way to spend a weekend? 

I enjoy being active outside and often running or cycling. I love getting dinner and drinks with friends or family. 

What are some of your biggest influences? 

I am influenced most by my faith, family, and friends. My parents have had a big influence on my life especially in terms of work ethic and character. My friends bring positivity and cause me to always find joy in situations.