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Carey Morgan is the President, CEO and Founder of
Tax-N-Vestors,
Inc. overseeing the Investment, Asset Management and Tax
Preparation/Planning Divisions. A native of Arizona, "Morgan"
returned to Phoenix after serving four years in the Navy, excelling
as a Communications Manager. Morgan further exhibited his management
skills and drive for excellence as a combat veteran with numerous
commendations and awards, including "Sailor of the Quarter" and some
of the highest evaluation honors possible. Morgan served as the
ship's artist and graphics design specialist for the U.S.S. Fox
while maintaining his regular management duties.
A highly respected securities and investment expert who always had a
love for financial matters, Morgan began his investment advisory
career when a successful private investment banker "Gordon" took him
under his wing. Morgan began the securities trading portion of his
career as a exceptionally successful "stock jockey" at a wirehouse
in Scottsdale. After sharpening his investment skills for a number
of years, Morgan expanded his overall expertise by joining a
firm that emphasized tax planning and preparation. Morgan opened
Tax-N-Vestors, a full
service tax and investment practice in 1999.
Morgan is licensed in insurance and holds NASD Series 7, 24, 27, 63
and 65 securities licenses.*
Morgan's charity work began when he was just a child, visiting
children's cancer wards and senior centers with his church. As a
celebrity artist, Morgan worked with a number of charities,
including Ben Johnson's (legendary moviestar and John Wayne's
sidekick) Sunshine Acres Children's Charities in Gilbert and local
Phoenix area children's charities. His art work has also been auctioned
off at charitable fundraisers, such as those with T.V. and radio
personality Pat McMann. Currently, Morgan uses his graphic arts
talents as designer of marketing
materials for Tax-N-Vestors.
As a visionary, Morgan believes in staying ahead of the curve by
using the latest technological tools to improve quality of service.
Morgan also believes in continuing education for himself as well as
his Team.
Morgan lives in Surprise with his twin teenage sons. In Fall of 2004, Morgan graduated from the Citizen's
Academy Course presented by the City of Surprise. The Course
provides in-depth instruction of the duties and functions of various
city departments, providing the student with a working knowledge of
how city business is conducted and services provided to the public.
*Securities
and Advisory Services offered through Crown Capital Securities,
L.P., Member
NASD/SIPC.
Registered Investment Advisor -
Crown Capital Securities Privacy Statement
Securities offered only to residents of
AL, AZ, ID, IN, MO, OR, TX, OR, WA
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