Lyle Morgan

Lyle Morgan is a financial advisor with Thrivent who provides personalized financial guidance to people at all stages of life. His planning work covers retirement, higher education, and tax-efficient strategies, with a focus on young families, healthcare professionals, and business owners. He holds an MBA and a Series 7 general securities registration, and he is licensed in a number of states, including Georgia.

Appointments can be booked online or arranged by phone. His Atlanta office is on Galleria Parkway SE in the Galleria area, open on weekdays during business hours. Thrivent's planning process starts with a review of your financial situation, and a further paid engagement is available for written recommendations.