Joseph Morgan, LUTCF, CRPC
As the founder and Managing Partner of Blue Harbor Benefits, Joe strategically oversees and administers to the customized needs of our 500+ employer and employee clients. He is also responsible for developing meaningful relationships with new clients on our firm’s behalf.
Joe prides himself on maintaining Blue Harbor Benefits’ reputation as the “one-stop shop” for employee benefits for small to large business owners and the self-employed. As a small business owner himself, Joe has a clear understating of the various challenges and opportunities his clients face with making informed benefits decisions.
With over 30 years of financial services experience, Joe holds his Life and Health Insurance License, and is also an Investment Advisor Representative and Registered Representative of Lincoln Financial Advisors Corp, a Broker/Dealer (Member SIPC) and Registered Investment Advisor. He holds his Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning as well as his Life Underwriters Training Council Fellow (LUTCF) designation through the American College. Joe is also a member of the Baltimore Health Underwriters Association.
When asked as a small boy what he wanted to be when he grew up, Joe would proudly answer, “I want to be an insurance man – just like my dad.” Indeed, he is living the dream. Joe learned the business under the guidance of his father Jim, who ran one of the largest insurance agencies in the country.
For the past 20 years, he and his father have co-chaired The Morgan Family Foundation Golf Classic, which has raised over two million dollars to fund educational programs and scholarships for students with dyslexia in Baltimore-area schools.
Joseph Morgan is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Blue Harbor Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.