101 Town Center Drive
Suite 111, 07059
EUGENE R. MORGAN
Associate VP Financial Consultant
Eugene’s financial services experience began in 1986. Prior to that, he served in the US Army for 32 years, retiring as a Lieutenant Colonel. He was recalled to Active Duty for Desert Shield and Desert Storm in 1989, 1990 and 1991.
Gene earned his B.S. in Economics from St. Peters College in Jersey City, NJ, his M.S. in Management from Stony Brook University in Stony Brook, NY and recently earned his Chartered Financial Consultant (ChFC) designation in 2003 from American College. He also holds his Series 7 and 63 Licenses and is Insurance Licensed in NY, NJ and PA.
Gene has gained a lot of financial planning experience through the years working for prestigious firms such as Dean Witter, Prudential Securities and American Express Advisors. He joined Beacon Financial Group in 2002 and enjoys the flexibility of being an independent advisor and the freedom from proprietary products. His areas of focus include tax planning, retirement, investment selection assistance and pensions.
He has 3 sons who are graduates of Lehigh, Lafayette and the University of Scranton. Gene is a Member of the American Legion, a Hellertown Sportsman Associate, and participates in the Rifle and Pistol Marksmanship Competition. He is also involved with a non-profit group that provides aid and counsel to HIV and homeless individuals. Gene resides in Bethlehem, PA.
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