Broker Check

Your Team

John S. Morgan, AIF®, APMA®

President, Chief Investment Officer

(845) 834-4343

845-834-4344

[email protected]

I enjoy helping families work toward their long-term goals using our firm’s “Educate, Plan, Act” process. Experience has taught me that my happiest clients have used each of these steps to take stock of their current...

Read more

Brian S. Geary, Esq.

Director - Asset Allocation

(845) 834-4343

(845) 834-4344

[email protected]

As part of your Morgan Strategic Wealth, LLC team, I look forward to working with you and your family on long-term financial planning and estate planning. My legal background, combined with my experience in investment management and...

Read more