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About
Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve, but also the proper toolkit and an experienced guide. I can be of value in this regard.
As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.
My Process
The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.
Click Here to Learn about what my Financial Services Cover
Morgan “Trey” Laffitte, III, Financial Planner &
Worksite Education Program Speaker
A Tallahassee native, I hold a bachelor’s degree from The University of Florida. I began my career with The Prudential Insurance Company of America in 2008 as a financial professional. As a Financial Planner, I provide assistance and guidance to individuals as well as small business owners on a range of financial issues. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect, and integrity.
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Wealth Management Certified Professional and a Retirement Income Certified Professional. I am passionate about making a different in my client’s lives by helping them achieve their financial and retirement goals. I see myself as an educator and a resource for my clients. I feel, the more knowledge my clients have, the more empowered and confident they feel about achieving those goals.
I hold Series 6, 7, 63, and 65 registrations, as well as Life, Accident, Health, and Property and Casualty (personal lines) insurance licenses.