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portrait of Morgan E Bonifazi
FINANCIAL ADVISOR

Morgan E Bonifazi

CFP®
1110 Sagamore Pkwy W, Suite 1, West Lafayette, IN 47906opens in a new window
CallSend Me a Message

About Morgan

"What do you want to be when you grow up?" was always a difficult question for me to answer. I knew I wanted to help people but could never decide which career path to pursue. Dreams of being a teacher, lawyer, psychologist and CIA analyst were tempting, but something was always missing. My sophomore year of college, I got an internship working for a financial advisor, a career which was never on my radar, but after that summer, I couldn't stop thinking about.

I graduated from The Ohio State University in 2017 with degrees in international security and intelligence and French,...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • New Investors
  • Wealth Strategies

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Ohio State Univ-ColumbusBachelor of Arts

Personal Interests

  • Traveling
  • Board Games
  • Trivia
  • Sports Enthusiast
  • Volunteering

Team Members

  • Cherish Schneidt
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(765) 637-0359

Fax

(877) 340-8403

Office Address

1110 Sagamore Pkwy W
Suite 1
West Lafayette, IN 47906opens in a new window

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