SagePoint Financial has named Dee Morgan as senior vice president of recruiting. Morgan will be responsible for attracting wirehouse and hybrid advisors to the firm. Morgan joins SagePoint from Williams Financial Group, where he served as senior vice president, director of business development and recruiting. He also served in senior management positions at Lincoln Financial, Compass Bank, and Fidelity Investments.
SagePoint Financial, headquartered in Phoenix, Ariz., is an independent broker-dealer with over $25 billion in total account assets and nearly 1,800 affiliated independent financial advisors.
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