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Morgan Wealth ManagementFinancial advisor in Mooresville, NC

Morgan Wealth Management is a financial advisor at 294 W Plaza Dr # I-9, Mooresville, NC 28117, ranked #13 of 127 financial advisors in Mooresville and rated 5.0 from 10 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Mooresville, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 665-5965Website ↗

Key facts

Key facts about Morgan Wealth Management
Address294 W Plaza Dr # I-9, Mooresville, NC 28117Get directions
Phone(704) 665-5965
Websitemorganwealthmgmt.com
HoursOpen Monday to Friday
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Mooresville and 11 towns within 25 miles: Davidson, Cornelius, Huntersville, Statesville, Kannapolis, Concord, Newton, Harrisburg, Salisbury, Mount Holly and Lincolnton.

Based in Mooresville, NCView on map

Opening hours

Opening hours for Morgan Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Morgan Wealth Management

How is Morgan Wealth Management ranked in Mooresville?

Morgan Wealth Management is ranked #13 of 127 financial advisors in Mooresville by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Morgan Wealth Management’s hours?

Morgan Wealth Management is open Monday to Friday. Its listed hours are Open Monday to Friday. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Morgan Wealth Management serve?

Serves Mooresville and 11 towns within 25 miles: Davidson, Cornelius, Huntersville, Statesville, Kannapolis, Concord, Newton, Harrisburg, Salisbury, Mount Holly and Lincolnton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Morgan Wealth Management?

Morgan Wealth Management has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Morgan Wealth Management?

Call Morgan Wealth Management on (704) 665-5965. The business is at 294 W Plaza Dr # I-9, Mooresville, NC 28117. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Morgan Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Morgan Wealth Management (this business)—685.0 (10)NoNo
MB Wealth Advisors#11685.0 (39)NoNo10.3 mi
RB WEALTH PARTNERS#14685.0 (28)YesNo9.5 mi

See all 127 ranked financial advisors in Mooresville