Picture of Erik Morgan

Erik Morgan

Senior Partner Seattle, WA

I never learn anything talking. I only learn things when I ask questions.
Lou Holtz

For over twenty years, Erik has provided investment and financial advice to some of the Northwest's most successful entrepreneurs and corporate executives. At Freestone, he serves on the investment committee and is a member of the firm's Board of Directors. Erik came to Freestone from Arthur Andersen where he worked as a Senior Manager in the Private Client Services (PCS) group. At Andersen, he was responsible for the launch and growth of the firm's Investment Advisory Services practice in Washington, Oregon, Idaho and Northern California. In that capacity Erik worked with affluent clients to build and implement diversified investment portfolios and coordinated wealth management plans. Prior to his time at Arthur Andersen, he was with The Rainier Group in Seattle where he focused on investment management consulting and estate planning.

Education

Erik earned a BA in Business Administration from Washington State University.

Recognition

Erik has been recognized by Barron's as the top Financial Advisor in Washington State in 2018, 2017, 2015, 2014 and 2013. Barron's also ranked Erik as one of the top 100 Independent Financial Advisors in the country from 2010-2017.

Location

701 Fifth Avenue, 74th Floor
Seattle, Washington 98104

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