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Dee Morgan Joins Cambridge as Senior Vice President, Strategic Acquisitions

Morgan brings over 25 years of experience in financial services and will focus on corporate development and strategic initiatives

November 2, 2023 — Cambridge, a leading independent financial solutions firm serving over 3,800 financial professionals across the country, is pleased to welcome Dee Morgan as its newest Senior Vice President of Strategic Acquisitions. In this role, Morgan will work alongside other senior leaders to manage Cambridge’s corporate development activities, ranging from evaluation and execution of public and private company acquisitions, asset divestitures and restructurings, minority investments, and other strategic initiatives. He will also work closely with Cambridge executive team members to identify new business opportunities and develop long-term growth strategies.

“We’re excited to have Dee join us,” said Cambridge Executive Vice President and Chief Business Development Officer, Tammy Robbins. “Acquisitions are a critical part of growth and business development, and Dee’s wealth of experience in this industry and versatile skillset make him an immediate asset to our team. We’re pleased to have his knowledge, vision, and expertise in our corner as we look to build on our growth efforts now and in the future.”

Morgan joins Cambridge with over 25 years of experience in the financial services industry and has worked in a wide variety of roles, including business development, management, consulting, recruiting, and marketing. He earned a Bachelor of Administration degree in finance from the University of North Texas.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Contact: Jeff Wulf, Senior Vice President, Cambridge: or 800-777-6080

Media & PR Contacts

Please contact Cambridge’s Public Relations Team at for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.

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