Brad Morgan - Email & Phone Number

Managing Director, Dallas at Strategic Retirement Partners

Brad Morgan is based out of Dallas-Fort Worth Metroplex and works at Strategic Retirement Partners as Managing Director, Dallas.

Brad Morgan's Contact Information

Brad Morgan's Work email

b*****@srpret***.com

Valid

Latest update

October 16, 2025

Location

Dallas-Fort Worth Metroplex

Brad's current employer

Strategic Retirement Partners

Description

Strategic Retirement Partners is an independent retirement plan consulting services firm that advises on plans representing the retiremen...

Website

srpretire.com

HQ Location

Shorewood, Illinois, United states

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Strategic Retirement Partners

Frequent questions about Brad Morgan

What company is Brad Morgan working for?

Brad Morgan works for Strategic Retirement Partners.

What is Brad Morgan's function at Strategic Retirement Partners?

Brad Morgan is Managing Director, Dallas at Strategic Retirement Partners.

Where is Brad Morgan based?

Brad Morgan is based out of Dallas-Fort Worth Metroplex.

What is Brad Morgan's work email address?

Brad Morgan's professional email address is b*****@srpret***.com

Who are Brad Morgan's co-workers?

Brad Morgan's colleagues are Jeffrey Cullen, Jamie Worrell, Todd Lohman, Jim Robison, Taylor Fairman, Shannon Maloney, Michael Rich, Lance Clauson, Jennifer Dumas, Jake Rushton, Erin Hall, Todd White, Greg Row, Ric Clouse, Scott Lippa, Dave Tagyos, Eric Obergfell, Jacquelyn Hendricks, Greg Gavran, Chuck Langeland, QKA, CPFA, Laura Woodland, Marc Beausoleil, Phillip Senderowitz, Joe Brummel, Heather Heron, Nick Verburgt, Steven Faggiolly, Mike Pierce, Ann-Marie Sepuka, Bryan Peebles, Jonathon Schultheiss, Michael Harvill, Deane Mayerhofer, Amy Denikas, Maxwell Taylor.

Brad's co-workers

Jeffrey Cullen

Chief Executive Officer

Jamie Worrell

Founder & Managing Director

Todd Lohman

Founder, Managing Director

Jim Robison

Founder and Managing Director

Taylor Fairman

Regional Director Of Sales And Marketing

Shannon Maloney

Managing Director, Michigan l National Practice Leader Defined Benefit Plans and ESOPs

Michael Rich

Director, Investment Services - Defined Contribution

Lance Clauson

Director of Plan Consulting | lancec@srpretire.com

Jennifer Dumas

Director, IT & Manager, Client Services

Jake Rushton

Director of Sales & Managing Director SRP Intermountain

Erin Hall

Managing Director

Todd White

Founding Partner; Managing Director, California

Greg Row

Managing Director, Michigan at Strategic Retirement Partners

Managing Director, Great Lakes

Eric Obergfell

Director, Plan Consulting - Midwest Region

Jacquelyn Hendricks

Director, Business Development

Greg Gavran

Managing Director - Wisconsin

Chuck Langeland, QKA, CPFA

Managing Director, Michigan

Laura Woodland

Director of Finance

Marc Beausoleil

Director, Financial Planning

Director of Retirement Plan Consulting

Steven Faggiolly

Founding Partner; Managing Director, Northern California

Managing Director - Great Lakes Region - Fort Wayne, IN

Deane Mayerhofer

Chief Operating Officer

Amy Denikas

Marketing Manager

Maxwell Taylor

Office 365 Administrator

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