Clearstead Trust LLC
Kenneth Morgan, CFP®, CIMA®, CTFA, AEP, CEPA is the current Chief Operating Officer at Clearstead Trust LLC. With a background in finance and experience in various senior leadership roles in reputable companies like PNC Private Bank Hawthorn and Wells Fargo, Ken brings a wealth of knowledge and expertise to their position. Having served in the US Army as a Staff Sergeant, Kenneth exhibits strong leadership skills and a dedication to achieving success in their professional endeavors.
Clearstead Trust LLC
Led by an experienced team of professionals, Clearstead Trust has simple goals: to preserve and enhance our clients’ wealth over time. As a boutique trust company, Clearstead Trust offers broad expertise in investment management, wealth planning, and trust services to individuals, families, and foundations. We are problem solvers, working on your behalf to help manage the complexity of your financial situation. Our objective is to deliver clear, practical solutions to you, often across multiple generations.