About Morgan
Morgan J Webb is co-founder of Estrada Webb & Associates and has been providing wealth management services to families and business owners in the Dallas Fort Worth metroplex since 2006.
As a Financial Adviser, she has successfully helped her clients navigate through some of life’s most important milestones. With her clients’ best interests as her highest priority, Morgan continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, guaranteed income and asset protection using life insurance and long-term care strategies.
Morgan is a Certified Financial Planner®, Certified Fund Specialist, and an Enrolled Agent with the IRS. She graduated from the University of North Texas with a BBA in Marketing.
Education
High School/GED
Bachelor's degree
Licenses
Series 6
Series 63
Series 7
Life
Investment Advisor Representative
Accident & Health
Other Credentials
CFP®
EA
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2011
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.