Eric A. Morgan

Eric Morgan is a Wealth Advisor with Spinnaker Financial Group.  Prior to his role at Spinnaker, he was a Financial Advisor with Merrill Lynch.  Eric knows that good financial planning starts with understanding his client’s and their goals. He believes his role is as advocate for his clients. Helping to choose investments and solutions that help them pursue their goals.   Ongoing communication and adjustments are critical to a successful outcomes.

Eric lives in Bellingham with his wife of 30 years, Jody. They love it here!  His hobbies include singing, hiking, camping and fixing just about anything. Eric is a Whatcom County native, raised in Bellingham.  For the first 20+ years of his career prior to finance, he was in the grocery industry, managing stores and growing with 2 local grocery companies.

Eric is very active in the community, and has been a long-time member of both the Whatcom Sports Commission (since 2005) and the Whatcom Chorale (since 1998).


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Wealth Advisor,
Spinnaker Financial Group

LPL Registered Representative


  • Retirement Growth and Income
  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Individual Equities
  • Fixed Income Investments


  • Financial Services Industry
    9 Years
  • Sr. Management – Retail Grocery
    25 years


Western Washington University
BA in Music

Licenses, Certifications, and Registrations:

  • Life, Disability and Variable Line
    Insurance Licensed
  • General Securities Representative
    Examination: Series 7
  • Uniform Combined State Law
    Examination: Series 66
  • General Securities Principal
    Examination: Series 24
    All Registrations held through LPL Financial
  • Washington, Idaho, Oregon,
    California, Montana

Community Involvement:

  • Board Member –
    Whatcom Sports Commission
  • Whatcom Chorale Member