David H. Morgan

REAP Client Appreciation 2016

29th Dec, 2016

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Our REAP Families 2016 Client Appreciation Dinner was a smashing success!!! We would like to thank all of our clients for a wonderful year, and we wish you all a very special 2017 to come.

My Experience Abroad

2nd Jun, 2016

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My Experience Abroad

By: David H. Morgan

In reflecting how to bet summarize my overseas scholarship experience at the Polytechnic of Central London in 1976—77, a host of powerful thoughts and feelings still resound. So, perhaps the most salient is to express my profound and innate gratitude for this most powerful experience is via a nautical metaphor, an anchor in the…

20 Questions with David Morgan

1st Jun, 2016

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Founder of REAP, David H. Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters.

Learn a bit more about him through the 20 questions below, or view his full bio here.

1) What are 3 words people use to describe you?
David H. Morgan: committed, focused, honest

2) If happiness were…

David Morgan Ordained as Elder

1st Jun, 2015

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David Morgan Ordained as Elder
At Ormond Beach Presbyterian Church

“When you see them in the coming months, please thank them for their faithful service to this church. They have offered one of the most precious gifts a disciple can offer – their time and talent. I want to take this opportunity to thank the following newly ordained and installed Elders for saying “yes” to serve on the Session

David Morgan at Amsden Academy

19th May, 2015

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“The Amsden Academy has had some excellent programs this spring. We are grateful to our speakers who gave of their time freely to teach and lead these informative discussions, and we are grateful to those who have attended these programs.

March 28th – David Morgan presented a Pre-Retirement Seminar. David is a member and Elder of Ormond Beach Presbyterian Church and CEO of REAP…

NICEP Letter of Good Standing

3rd Mar, 2015

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“This letter is to confirm that David H. Morgan, financial advisor at Retirement & Estate Advisors and Professionals, LLC / REAP in Wealth Management, LLC of Flagler Beach, FL is current an in good standing with the National Institute of Certified Estate Planners (NICEP) with regard to his Certified Estate Planner (CEP) certification.”

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David Morgan in Network Magazine

8th Dec, 2014

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David Morgan in Network Magazine

NetworkUniversity of Westminster Alumni Magazine

“In reflecting how to best summarize my overseas scholarship experience at PCL in 1976/77, a host of powerful thoughts and feelings still resound. So, perhaps the most salient is to express my profound and innate gratitude for this most powerful experience via a nautical metaphor, an ‘anchor in the waters of life’. I use this same metaphor with my current retirement and estate…

CPA’s & Wealth Management

20th Sep, 2014

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Over the last 15 years, CPA firms have become increasingly involved in the management of wealth for their clients, covering all three stages: wealth accumulation, wealth protection and distribution, and wealth transfer. As these firms added financial services to their CPA practices, many found themselves facing both new opportunities and challenges. The goal of this paper is to address the needs and questions of CPA firms in the practice of offering financial advice. More…