"My family struggled

financially growing

up, so I wanted to

help people manage

money better."


Sten J. Morgan

Sten J. Morgan30

Financial planner, Legacy Investment Planning

Fast Facts

  • Ran a landscaping business in high school.
  • Guilty pleasure: movies.
  • Drink of choice: water, at least 10 cups per day.

Sten J. Morgan was only 25 years old when he quit his job at Raymond James to start his own financial planning firm.

He had just moved with his wife from Oregon to Nashville, Tenn., with zero clients and without really knowing what he was doing at that point, Mr. Morgan said.

Now, roughly five years later, Legacy Investment Planning manages roughly $120 million in client assets.

"There's a lot going against you, with age and not knowing anyone in the area," he said.

Mr. Morgan wrote a book, "The 7 Mindsets of Success," in which he harnesses his experience to provide fledgling advisers with a road map to building a successful advisory business in three-to-five years. It hits bookstores in July.

Mr. Morgan was raised by a single mother, and his family moved 27 times before he reached high-school age. Their financial hardship ultimately drew Mr. Morgan to a career in financial planning.

"Realizing you can impact someone so heavily by helping them manage their finances – because I know it would have changed my life when I was young – gave me the passion to get into this business," he said.

Mr. Morgan is a founding member and vice chairman of Tucker's House, a nonprofit that renovates homes for families with special-needs children.

– Greg Iacurci


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