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South State branches will be closed on Monday, January 21 in observance of Martin Luther King Jr. Day. Our Customer Care Center will be open from 8 a.m. to 5 p.m. 

Adam B. Morgan

Financial Consultant

(804) 934-4479

Client Services Team


Adam Morgan at South State Investment Services

About Adam B. Morgan

Adam B. Morgan serves our Richmond market as a Financial Consultant assisting clients with their financial goals including retirement, insurance, income planning, college savings and investment strategies.  He graduated with distinction from Virginia Military Institute with degrees in Business and Economics and a Finance Concentration.

He holds his Series 6, 65 and 63 securities registrations through LPL Financial and his Life Health and Annuity insurance license.  He is very committed to his local community including serving on the Alzheimer’s Association committee and as an officer in the VMI Richmond Chapter.  He is also involved with Junior Achievement.