WHO WE ARE -

PJ Banazek, CFP®

Managing Director, Partner

PJ Banazek is a Managing Director and Partner at Morgia Wealth Management. He specializes in helping our clients identify and implement complex financial and estate planning strategies.

PJ started his career as a Certified Public Accountant spending more than 12 years working for firms including Firley, Moran, Freer & Eassa, the largest CPA firm in the Central New York region. He was instrumental in building that firm’s financial institution practice from serving a single client to working with over 20 credit unions, and community-based banking institutions.

Mr. Banazek is a CERTIFIED FINANCIAL PLANNER™ and plays a significant role in the creation of sophisticated financial plans and estate plans for Morgia Wealth Management’s clients. He works closely with our clients to help them identify, understand and implement complex planning strategies. He also sits on the firm’s investment committee and leads the management of fixed income assets on behalf of the firm’s clients. In addition, his skillset includes consulting for pensions and foundations and retirement plan design.

Mr. Banazek currently sits on a number of boards, including The Watertown YMCA, The Ives Hill Retirement Community, a not-for-profit organization that operates living facilities for seniors 62 and over, and The Herring College Trust, a scholarship endowment for students pursuing engineering degrees. He is a founding member and current trustee of the Dolphin Green and Gold Fund, a student-driven investment fund at LeMoyne College’s Madden School for Business. For the last 18 years, he has coached local youth sports, including soccer, Little League and lacrosse.

A graduate of LeMoyne College, Mr. Banazek obtained his CPA license in 1993 and is a member of The American Institute of Certified Public Accountants. He currently holds the CFP® designation as well as Series 7, 63 & 65 licenses.

Financial Advisor, PJ Banazek, CFP
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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