WHO WE ARE -

Tony Morgia

Managing Director, Partner

Tony Morgia began his portfolio management career in 1968 at Spencer Trask. Mr. Morgia has experienced firsthand just about every type of market, from the top bull markets of the 1990s to the very bearish markets of the 1970s. He has a keen ability to look at the macroeconomic picture and relate it to the investment process. Mr. Morgia’s success has come from the application of a long-term investment approach that focuses on risk control and downside protection.

Mr. Morgia spends the majority of his time meeting with clients and assisting them with their long-term financial plans. He also uses his many years of investment experience to take a birds-eye view of his clients’ entire financial situation. Tony’s experience is a tremendous asset to the Morgia Wealth Management team; with his many years in the field he is able to see trends and potential shifts in the markets. Mr. Morgia is a graduate of LeMoyne College, with a Bachelor’s Degree in Business & Finance. He did graduate work at St. Lawrence University, and trained for Wall Street at the New York Finance Institute. Mr. Morgia is a past member of the Board of Directors of the Northern New York Community Foundation, the Northern New York Builders Exchange and WNPE/WNPI Public Television. He holds Series 7 & 63 licenses.

151 Mullin St.
Watertown, NY 13601

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

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