Morgan Scott, JD
Morgan Scott works closely with affluent families, business owners, and their advisors to integrate life insurance and protection strategies into comprehensive estate, business, and financial plans. With deep expertise in generational wealth transfer, business succession, and executive benefits, Morgan delivers customized, tax-efficient solutions that support long-term financial security.
Prior to joining Southport Compass, Morgan led the Advanced Planning and Design department at M Financial Group, collaborating with estate attorneys, tax professionals, and advisors to craft sophisticated insurance-based strategies for ultra-affluent clients and successful businesses.
A frequent speaker and published thought leader, Morgan has presented at top industry events including Finseca’s Advanced Markets Conference and LIMRA’s Advanced Sales Forum. His insights have been featured in Trusts & Estates Magazine and Wealth Management.
Morgan holds a Juris Doctor from the University of Connecticut School of Law, where he was a member of the Connecticut Insurance Law Journal, and a BA in History from Trinity College. He lives in West Hartford, Connecticut.