Morgan provides investment advice and guidance to a select number of wealthy individuals and families. Morgan constructs, analyzes and reviews portfolios across all asset classes, both private and public including equities, fixed income, structured investments, hedge funds and private equity partnerships. Before joining Merrill in 2002, Morgan was a Vice President at Goldman Sachs and earlier an associate in JP Morgan’s Private Bank advising wealthy families, individuals and institutions.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
