WHO WE ARE —

Disciplined.
Careful.

These principles are so fundamental that theyʼre often thought of as implicit to wealth management. Yet they are often overlooked to the detriment of the client.

Our founder, Tony Morgia, likes to say, “fear of the downside must be greater than greed on the upside.”

Weʼve built long-lasting relationships with our clients and managed their wealth by using a disciplined, careful approach to business, our animating principle.
morgia wealth management team of financial advisors
WHO WE ARE -

Our Team
Financial advisor, Tony Morgia

Tony Morgia

Managing Director, Partner
Financial Advisor, Mike Morgia, CIMA

Michael Morgia, CIMA®

Managing Director, Partner
Financial Advisor, PJ Banazek, CFP

PJ Banazek, CFP®

Managing Director, Partner
Director Of Wealth Management, John Johnson

John B. Johnson, MBA, CEP®

Director Wealth Management, Partner
Sr. Financial Planner, Shane Simser, CFPA

Shane Simser, CPFA®

Sr. Financial Advisor, Retirement Plan Services
Financial Advisor and Financial Planner Associate, Nico Morgia

Nico Morgia, CFP®

Financial Advisor, Financial Planning Associate
willliam mccanney morgia financial advisor headshot

William McCanney, MBA, CFP®, RICP®

Financial Advisor, Financial Planning Associate
Executive Director of Operations and Client Service, Heather Clement

Heather Clement

Director of Operations & Client Service, Partner
Morgia Andrea F headshot

Andrea Fiorentino

Sr. Registered Client Service Associate
Sr. Client Service Associate, Katrina Thompson

Katrina Thompson

Sr. Client Service Associate
Director of Trading, Frank Murphy

Frank Murphy

Director of Trading, Portfolio Management Associate
Sr. Financial Analyst, Joesph Cosmo

Joseph Cosmo

Sr. Analyst, Portfolio Management Associate
Client Service Assoicate, Kiersten Guthro.

Kiersten Guthro

Client Service Associate

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Who We Are
What We Do
Why Morgia

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Contact Us
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151 Mullin St.
Watertown, NY 13601

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

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