Our financial advice team

Morgan Halstead, Financial Advisor serving the Libertyville, IL area - Ameriprise Advisors

Morgan Halstead

MBA

Financial Advisor

Winchester Wealth Advisors
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Saving for Education

Education

  • University of Wisconsin - Madison: Rehabilitation Psychology
  • University of Wisconsin - Parkside: MBA in Finance

Awards & recognition

  • Winchester Wealth Advisors, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • Winchester Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

My photos

5 albums
close

Connect with us

Morgan Halstead may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2025 Ameriprise Financial, Inc. All rights reserved.