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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
As a Tallahassee native and Financial Planner, I help individuals and small business owners bring clarity, confidence, and long‑term strategy to their financial lives. After earning my bachelor’s degree from the University of Florida, I began my career in 2008 with The Prudential Insurance Company of America. Since then, I’ve dedicated my practice to guiding clients through the decisions that shape their financial future.
My value lies in translating complex financial concepts into clear, actionable strategies. I hold the CERTIFIED FINANCIAL PLANNER™ designation, along with the Chartered Financial Consultant®, Wealth Management Certified Professional®, and Retirement Income Certified Professional® credentials — advanced training that allows me to design comprehensive plans tailored to each client’s goals.
Clients often describe me as an educator at heart. I believe informed clients make stronger decisions, so I focus on empowering them with the knowledge and perspective they need to move forward with confidence. Whether planning for retirement, managing wealth, or navigating life’s transitions, I work to create a sense of direction and peace of mind.
I maintain Series 6, 7, 63, and 65 registrations, as well as Life, Accident, Health, and Property & Casualty (personal lines) insurance licenses, enabling me to provide a broad range of financial guidance and solutions.
My mission is simple: to make a meaningful difference in my clients’ lives by helping them build, protect, and enjoy the financial future they envision.