Patrick Morgan

Background

About Patrick Morgan

My team and I collaborate with families, individuals, and business owners to help identify their financial goals and then put a plan in place to help achieve them. Our guidance is tailored to support our clients' current lifestyle, retirement income needs, and legacy goals, while making them feel comfortable at every step. Specialties- Comprehensive wealth management and financial planning - Concentrated stock risk management - College planning - Retirement accumulation and income-planning strategies - Philanthropic services - Business planning: exit strategies and succession planning **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its States**AZ,CA,FL,IL,MN,NJ,NY,TX,VA,WI are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**