David Morgan, CPA/PFS, Chairman - LBMC Financial Services, LLC

David Morgan, CPA/PFS Chairman - LBMC Financial Services, LLC

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Phone: 615-309-2272




Effective June 1, 2015, David transitioned into a key new role as Chairman of LBMC Financial Services where he provides strategic oversight of LBMC non-traditional portfolio companies.

David helped found LBMC in 1984 and has overseen more than three decades of growth and success for both the company and its clients. He draws on more than forty years of experience as a business leader and industry expert in accounting, auditing and tax. He works closely with family-owned businesses assisting clients with personal financial planning, estate planning, retirement planning, insurance consulting and investment advisory services.

David has been named by Accounting Today as one of the Top 100 Most Influential People in Accounting and has served on the Board of Directors for the American Institute of Certified Public Accountants, the world’s largest member association with more than 400,000 members.


  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)


David’s experience in managing LBMC, named a top 50 accounting and business consulting firm in the nation, has also allowed him to gain general business expertise that he shares with companies with which he consults. He is the proud recipient of the Tennessee Tech University College of Business Outstanding Business Leadership award.

Community Involvement

David is active in many professional and civic organizations, including:

  • Tennessee Society of Certified Public Accountants (TSCPA)
    • Past President (2000-2001)
    • Past Member of the Board of Directors
    • Serves on the Council of the TSCPA
    • Current Chairman of the Finance Committee. Previously served on the Personnel Committee, Legislative Committee, Building Committee, Accounting and Review Services Committee and Scholarship Committee
  • Nashville Chapter of Tennessee Society of Certified Public Accountants
    • Past President
  • American Institute of Certified Public Accountants (AICPA)
    • Board of Directors from 2013-2016
    • Past Chairman of the Private Companies Practice Section Executive Committee
    • Past Member of Council
    • Chair of the Financial Reporting Framework for Small and Medium-Sized Companies Task Force
  • Past President and Past Board Member of Hillwood Country Club
  • Nashville Symphony Orchestra
    • Board Member
    • Finance Committee Chairman
    • Past Chairman of the Audit Committee
  • Brentwood United Methodist Church, Member 30 years
    • Past Chairman of the Finance Committee
    • Past Member of the Church Council
    • Past Chairman of the Board of the BUMC Foundation
  • Member of the Board of Trustees for Tennessee Technological University College of Business Administration Foundation. Recipient of the 2014 Outstanding Leadership Award and the 2002 Louis Johnson award for Outstanding Alumnus.

Outside the Office

A native of Chattanooga, Tennessee, David resides in Brentwood with his wife. He has two sons, both married, and four grandchildren.