Forbes Next-Gen Best in State

By John Johnson on September 15, 2022

Nico Morgia, CFP®, of Morgia Wealth Management, was recently named one of Forbes’ 2022 “Top Next-Gen Wealth Advisors Best-In-State” financial advisors. Representing the future of the wealth management industry, these advisors are among this year’s top 1,000 advisors under the age of 40.

“The Hightower advisors named to Forbes’ 2022 Top Next-Gen Wealth Advisors list are among the best in our business and represent the future of wealth management,” said Hightower Chairman and CEO Bob Oros. “We are proud of their accomplishments and dedication to serving clients. Congratulations to all the inspiring leaders!”

Nico is truly a “next generation” advisor and he has been working to build and preserve client wealth for six years in the same Watertown, N.Y. office as his father, Michael Morgia, and his grandfather, Tony Morgia.  The Morgia family has been working with Northern New Yorkers providing wealth management advice and retirement planning services for nearly 60 years.

“Nico’s ability to build relationships across generations really speaks to his abilities,” said PJ Banazek, Managing Director and Partner at Morgia Wealth Management. “He recently earned his CFP® and that has helped him provide a deeper level of service. The team is very proud of his accomplishments.”

The Forbes list was compiled using findings from SHOOK Research. Their algorithm weighs factors including revenue trends, assets under management, compliance records, and industry experience. Neither Forbes nor SHOOK received fees in exchange for ranking. 

Forbes created this designation in 2017 to recognize up-and-comers in the industry. As per their announcement, “There’s a reason millions of families are entrusting their future with this group: they have proven that they stand among the very best in wealth management. “

Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org.  Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022.  All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.