Morgan Hood, First Vice President and Senior Resident Director of the Merrill office in Huntington, has been a financial advisor with Merrill since 1999. Utilizing a highly personalized planning and holistic approach, Morgan brings his affluent clientele a goals-based wealth management strategy. He offers a single point of contact, thoughtful advice and disciplined guidance to address your financial services requirements.
His practice is focused on providing wealth management advice to individuals, families and organizations. He guides his clients in the development of appropriate asset allocation strategies for their financial assets, and helps identify and implement the wealth management plan that best fits their needs. His goal is to be an "essential resource" to his clients, as they achieve their financial, investment, and wealth management goals. His motivation is simple; to help his clients meet their long term hopes and dreams for themselves and their families.
Working together and maintaining relationships with your attorneys, accountants and other key professionals helps us to clarify the various aspects of your wealth management strategy. He can also access Merrill specialists as needed, in such areas as managed solutions, investment banking, insurance, and estate and trust and retirement planning services, to gain their insight on your behalf.
Morgan’s clients have included: families, individuals, business owners, corporations, non-profit organizations, trusts and estates. He graduated from Marshall University, earning both a Bachelor of Business Administration (BBA) in Finance and a Masters in Business Administration (MBA) with a concentration in Finance. Morgan and his wife, Ellie have 3 children, Jeffrey, Matthew and Julie. They reside in Huntington, West Virginia where they have been active in the community for many years.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.