WHO WE ARE -

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, NY. 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 & Series 66 licenses.

151 Mullin St.
Watertown, NY 13601

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

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