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Brian S. Geary, Esq.

Brian S. Geary, Esq.

Director - Asset Allocation

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 financial planning gives me a comprehensive view of how you can accomplish your financial goals within our "Educate. Plan. Act." framework.

Beginning in 2008, I was the Managing Director of a large Registered Investment Advisory firm. I became a partner in another Hudson Valley-based advisory firm before merging my business into Morgan Strategic Wealth. In addition to serving as our Director - Asset Allocation and a member of the firm's Investment Committee, I can provide a second set of eyes on your legal and estate planning documents. The Law Offices of Brian S. Geary is focused on estate planning; the law firm is independent from the advisory firm and is not affiliated in any way with Morgan Strategic Wealth, LLC. Clients are under no obligation to use estate planning services offered by Law Offices of Brian S. Geary.

I was raised in Mahopac, earned my bachelor's degree at Iona College, and my Juris Doctor from Pace University School of Law. Veronica and I now live in Dutchess County with our two children. Outside of work, I am actively involved in Babe Ruth Baseball as a coach.