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Derse Morgen Financial Advisors Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Derse Morgen Financial Advisors is an independent financial planning firm that provides investment advisory services to individuals and families seeking to manage their finances more effectively. The firm operates from Huntersville in the Lake Norman region of North Carolina. Beyond personal financial planning, it advises business owners on retirement planning, business retirement strategies, succession planning, and tax and estate planning. Securities and investment advisory services are offered through Woodbury Financial Services, Inc., a registered broker-dealer and investment adviser. Insurance services are provided by Derse Morgen, which operates independently of Woodbury Financial Services, Inc. In February 2026, OneDigital announced the acquisition of Derse Morgen Financial Advisors.

Find Derse Morgen Financial Advisors employees' phone numbers or email addresses

Derse Morgen Financial Advisors Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Derse Morgen Financial Advisors's Leadership

  • Stylized image of a person
    T. O.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. T.
    Private Wealth Advisor
    Phone icon
    Mobile Phone

Derse Morgen Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Consultant

Contact profiles from Derse Morgen Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. O.
    Financial Advisor
    Phone icon
    Mobile Phone
    Nov 16, 2025
  • Stylized image of a person
    P. T.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 22, 2024

Frequently Asked Questions

What is Derse Morgen Financial Advisors known for?

Minus sign iconPlus sign iconDerse Morgen Financial Advisors was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 11330 Vanstory Drive Suite 114e Huntersville, North Carolina 28078 United States. Explore Derse Morgen Financial Advisors's company overview page for more information.

What is Derse Morgen Financial Advisors's most common email format?

Minus sign iconPlus sign iconDerse Morgen Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Derse Morgen Financial Advisors email formats with LeadIQ.

How many employees does Derse Morgen Financial Advisors have currently?

Minus sign iconPlus sign iconDerse Morgen Financial Advisors has approximately 3 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Derse Morgen Financial Advisors's key employees and leadership?

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As of June 2026, Derse Morgen Financial Advisors's key employees include:

  • Financial Advisor: T. O.
  • Private Wealth Advisor: P. T.

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