Morgan Inman is the Internal Analyst for One Source Advisory and is a Principal Securities Registered Representative. She obtained her Bachelors of Science in Finance from the University of South Florida in 2008 and has been working with us since 2007. Working closely with Dan, she oversees or monitors all portfolio/asset allocation, daily deposits, distribution requests, trades and reallocating portfolios as directed. She is responsible for research for issues for both clients and advisors including questions regarding account history, security or cash movements, cost basis reporting, specific and tax issues. She assists multiple advisors in creating and maintaining financial strategies, and manages all social media outlets for the firm. Morgan currently holds her FINRA Series 6 and 7 Registration and Florida 2-15 Life, Health and Variable Annuities license.
Morgan is originally from Winter Park, FL and moved to Tampa in 2004 to attend the University of South Florida. She is a passionate sports fan and spends much of her free time with husband, family and friends. She is also an avid traveler, having visited over 10 countries throughout Europe. She hopes to see more destinations in the future.