David Morgan, CPA/PFS
Chairman - LBMC Financial Services, LLC
LBMC Co-Founder David Morgan Receives Lifetime Achievement Award
LBMC proudly announces that co-founder David Morgan has been honored with the Tennessee Society of Certified Public Accountants (TSCPA) 2024 TSCPApex Lifetime Achievement Award.
The TSCPApex Awards Program celebrates individuals who devote significant time, energy, and intellect to advancing the accounting profession and fostering its success. The Lifetime Achievement Award, in particular, is bestowed upon a TSCPA member who has demonstrated exceptional leadership, made significant contributions to the profession, and maintained an outstanding record of service to the society and local community.
David Morgan’s journey with LBMC is a testament to visionary leadership and unwavering commitment. Co-founding LBMC in 1984, Morgan played a pivotal role in the firm’s evolution from a modest enterprise to an industry leader in financial, human resources, technology, cybersecurity, and wealth advisory services. Today, Morgan continues to shape the firm’s future as Chairman of LBMC Financial Services, LLC, while his philanthropic spirit endures through the LBMC Cares Foundation, established in 2022.
With a CPA career spanning 48 years, Morgan has been a steadfast TSCPA member, contributing to numerous leadership roles, including TSCPA Board Chair, and serving on the TSCPA Council since 1986. His influence extends beyond TSCPA, with leadership roles in the American Institute of Certified Public Accountants and his alma mater, Tennessee Technological University, where he was recently honored with the Outstanding Philanthropy Award for his enduring support of scholarships and faculty.
“On behalf of the entire LBMC family, congratulations to David on this well-deserved honor,” said Jim Meade, CEO and Managing Shareholder of LBMC, PC. “David’s leadership and contributions have had a profound impact on both our profession and the broader community. His exemplary service and dedication to advancing the field of accounting are unparalleled. David has not only elevated the standards of our industry but also inspired countless professionals at LBMC and beyond.”
Reflecting on the award, David Morgan shared, “I am deeply honored to receive this recognition from TSCPA. When we started LBMC, our goal was to create a firm that not only excelled in providing top-tier services but also made a positive impact on our community. This award is a testament to the hard work and dedication of everyone at LBMC. I am incredibly proud of what we have achieved together and truly believe our best is yet to come.”
Meet David Morgan
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)
Education
Tennessee Technological University, Accounting; Summa cum laude