Morgan Sund, CFP®
Morgan Sund, CFP®, graduated from Oregon State University with a Bachelor's in Business Administration. She joined Chamberlain Financial Group in 2013 and is passionate about giving back to her community here in Salem, where she resides with her husband and two children. Morgan excels at educating and assisting individuals, families, professionals, business owners, and their employees to implement realistic goals and strategically assist them in planning for a secure financial future.
Morgan holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as the following FINRA registrations: Series 7 (General Securities Representative) as well as her Series 66 (The Uniform Combined State Law Examination). In addition to her securities licenses, she holds Life and Health Insurance licenses in Oregon, Washington, California (CA Insurance License #0I74548), Arizona, Colorado, Montana, North Carolina, South Dakota and Vermont.
Morgan Sund, CFP® is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. www.sipc.org Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Chamberlain Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC.