Welcome to Morgan Keegan!
And welcome to www.morgankeegan.com, where you will find all the information you will need about your new full-service investment and financial services company. I am excited about the opportunities this new association presents and proud to be affiliated with such an outstanding firm.
Our first order of business is the proper establishment of your Morgan Keegan accounts and the transfer of your assets. You can depend on our easy and efficient transfer process and be confident that your assets will be moved over correctly and securely. On our Forms page, you will find all the same forms you should already have to move your investment accounts to Morgan Keegan. Should you lose or damage one of the forms, simply print out a new one online. If you have any questions you might find the answers on our Frequently Asked Questions Page, or you can contact me (see contact information on the right).
While considering the move to Morgan Keegan, I evaluated not only what the change would mean for my clients, but also how Morgan Keegan could benefit my practice. It quickly became apparent that there were many advantages for both of us.
Morgan Keegan was established in 1969 and is today one of the nation’s premier investment firms with more than 300 offices in 19 states and $875 million in equity capital. Our product line of stocks, bonds, tax-advantaged investments, mutual funds, money market funds and U.S. Government securities is extensive. We also offer a wide array of wealth management services through a team of talented and experienced financial professionals whom, with extensive due diligence and your personal requirements in mind, offer customized, comprehensive financial solutions to fit your needs.
In 2009, Morgan Keegan celebrates 40 years of serving investors like you, and over the last four decades our unwavering focus on our clients’ needs has made Morgan Keegan a leader in the financial services industry. For instance:
- Morgan Keegan is among the 10 largest underwriters of municipal bonds in the nation, according to Thomson Reuters..
- For 17 consecutive years, Morgan Keegan has been the #1 underwriter in the South Central U.S., according to Thomson Reuters.
- Our Focus List of recommended stocks ranked first among those of 14 leading national and regional brokerage firms for the five years ended December 31, 2008, according to Barron's. In addition, Morgan Keegan’s Focus List performance ranked third among this group with a -35.27% loss in the one-year category, placed seventh with a -23.39% in the three-year period and was 11th with a -35.15% return for the last half of 2008. According to Zacks Investment Research, Morgan Keegan’s Focus List posted a 13.09% return since the inception of Zacks' tracking Morgan Keegan’s Focus List performance at the beginning of 2004.
- Morgan Keegan Equity Research Analysts have been ranked among the nation’s best by The Financial Times the last seven years and The Wall Street Journal 13 out of the last 16 years.
Furthermore, as a subsidiary of Regions Financial Corporation, Morgan Keegan is affiliated with one of the nation’s largest full-service providers of consumer and commercial banking, trust and mortgage services with $142 billion in assets. Working in partnership with Regions, I have the resources to fulfill all of your financial and investment needs while providing the high quality of personal service that Morgan Keegan clients have enjoyed for 40 years.
I am excited about my move and eager to demonstrate what Morgan Keegan and I can do for you.
Jack E. Duncan
Jack E. Duncan is licensed in the following state(s): Florida.
Securities and insurance products are not FDIC insured, not a deposit, not an obligation of or guaranteed by Regions Bank, its affiliates, or any government agency and may lose value.
