Headshot of Alex Morgan

Alex Morgan

Relationship Manager

Alex joined Legacy Financial Group in the spring of 2026 as a Relationship Manager, bringing with him a strong foundation in wealth management operations. A Des Moines native, Alex graduated from Theodore Roosevelt High School before attending the University of Iowa, where he earned a Bachelor’s degree in Finance with a minor in Philosophy.

He currently holds the SIE, Series 7, and Series 24 licenses, and is actively pursuing the Certified Financial Planner™ (CFP®) designation, reflecting his ongoing commitment to professional growth and excellence in client service.

Outside of the office, Alex enjoys spending time outdoors, playing basketball and golf, and reading classic literature