Nico Morgia, CFP®

Financial Advisor, Financial Planning Associate

Mr. Morgia began his career in 2013 when he worked for the Bank of NY Mellon in Syracuse, New York. He started as a Securities Processor and was promoted to Workflow in 2015. While at Bank of NY Mellon, he gained valuable experience in a variety of operational functions.

Nico joined Morgia Wealth Management in 2016 to help individuals, business owners and philanthropic groups determine their financial goals, offer investment advice and implement personalized solutions.

He assists with comprehensive financial plans for individuals to help determine retirement savings needs, build long term financial goals and develop retirement spending strategies.

He has his Bachelor of Science in finance and business analytics from LeMoyne College. He holds his Series 7 and 66 licenses and he has obtained his CFP® certification.

Financial Advisor and Financial Planner Associate, Nico Morgia
Logo for wealth management firm, Morgia Wealth Management
151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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