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Team members Click a name to see thEIr bio

c5 Wealth Management maintains only the highest quality staff to provide you the best service available.

• Stanley B. Corey, Jr.
• Paul C. Bennett
• Mark E. Weber
• James Russell Juncker, II
• Adam Morgan

Adam Morgan, AIF®, MBA, CFP® Retirement Plan Specialist

Mr. Morgan is a Retirement Plan Specialist at c5 Wealth Management, LLC. He has over six years of financial services experience starting his career as a branch manager for American General Finance Corporation. He later moved on to work for Wachovia Bank, specializing in retirement planning and residential mortgages. At c5, Mr. Morgan works closely with 401(k) and pension plan sponsors providing fiduciary oversight and ensuring compliance with the Pension Protection Act.

Mr. Morgan holds an MBA from Radford University, a B.S. in Psychology from Bridgewater College and is an Accredited Investment Fiduciary™ (AIF®). He recently obtained his Certified Financial Planner® (CFP) certification. In his spare time, Mr. Morgan enjoys martial arts, biking and fishing. Born and raised in Virginia, he is a big Virginia Tech Hokie football fan.