Morgan Inman
Director of Financial Services
Morgan Inman is the Director of Financial Services for One Source Advisory and is a Principal Securities Registered Representative. Since joining the firm in 2007, she has played a key role in supporting advisors with her deep knowledge of portfolio and financial strategies.
Morgan earned her Bachelor of Science in Finance from the University of South Florida in 2008. She works closely to assist Dan with overseeing and monitoring aspects of portfolio and asset allocation, including daily deposits, distribution requests, trades, and reallocations. She also leads research on a wide range of client and advisor inquiries-ranging from account history and security transactions to cost basis reporting and tax-specific issues. All while supporting multiple advisors with the maintenance of financial strategies. She currently holds FINRA Series 6 and 7 registrations as well as the Florida 2-15 Life, Health, and Variable Annuities license.
Originally from Winter Park, Florida, Morgan moved to Tampa in 2004 to attend USF. A passionate sports fan and avid traveler, she’s explored more than 24 countries and looks forward to many more. She enjoys spending her free time with her husband, two dogs, family and friends.
*Morgan Inman is not registered to sell securities and advisory products or services through Principal Securities, Inc.