David Morgan , CPA/PFS

Chairman - LBMC Financial Services, LLC

Image of David Morgan
Education

Tennessee Technological University, Accounting; Summa cum laude

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.

David’s experience in managing LBMC 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.

Certifications

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

Thought Leadership

Blog
TSCPA Podcast: Talking with David Morgan
Blog
Lessons I’ve Learned as an Entrepreneur