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Founder's Finale

Oct 31, 2024

2 min read


VOLUME 16 | ISSUE 4


At Armor Investment Advisors, we have been planning for my succession for several years. This final quarter of 2024 will rep­resent the culmination of that process. We have transitioned most of my responsibilities to my successor, Adam Morgan, a process which has gone well and certainly exceeded my expec­tations. Adam and the rest of the team have built a sound investment process for the future. As this year closes my participation will be complete.


I have enjoyed a long and fascinating ca­reer, having experienced both great and challenging times while working in a variety of environments. There were times of great stress, but I long ago accepted that to keep learning as a person one must embrace change. I never wanted life to be boring.


As I approach my 70th year, I know that I must focus my efforts on health and family. That is precisely what I intend to do. Like many of you, my wife and I will settle into our new home and put some long deferred travel plans in place.


I will continue to enjoy the world of in­vesting, but it will be focused on just a few family and friends. The intellectual challenge of investing never stops being interesting. I hope it will keep the noodle between the ears healthy for a couple more decades. I doubt I’ll ever recapture my golf handicap, though.


The best part of this soon-to-be former vocation has always been the belief that I was always able to do right by you, our clients, and hope you know that.

That’s enough, I am not one for long speeches, so I bid you farewell.


Armor Investment Advisors, LLC website logo, white

4101 Lake Boone Trail, Suite 208
Raleigh, NC 27607

919.571.4382

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