Morgan

Morgan Smith

Owner

Senior Wealth Advisor
Senior Portfolio Manager

With over 13 years of experience in financial services and investment management, Morgan brings deep expertise in portfolio design, business and family asset strategies, and philanthropic planning. Before co-founding Torch Family Capital, she held positions at Bank of America and Merrill Lynch. She also supports clients navigating complex transitions such as retirement, inheritance, and business sales. Morgan works collaboratively with clients' attorneys, accountants, and other advisors to ensure a coordinated and comprehensive approach to wealth and legacy planning.

WHAT INSPIRES ME TO KEEP GROWING IN MY FIELD?

My natural curiosity and drive to explore the systems that shape our world. I’m thorough and creative by nature, so I enjoy digging deep into the data that drives the markets and uncovering the economic forces behind the global financial system. The constant evolution of markets excites me. There’s always something new to learn, analyze, and apply. That mix of curiosity, data, and creativity keeps me inspired to grow and contribute in meaningful ways.

WHAT DO YOU VALUE THE MOST IN YOUR CLIENT RELATIONSHIPS?

Strong client relationships are at the core of my professional approach. I prioritize clarity, consistency, and strategic insight to deliver meaningful outcomes that align with each client’s goals. Rather than offering surface-level solutions, I focus on understanding the full context and providing tailored guidance that adds real value. Clients rely on me not just for execution, but for thoughtful partnership as someone who listens carefully, anticipates needs, and remains engaged and dependable throughout every phase of the process.

HOW DO YOU CAFFEINATE?

Often.

Get in Touch

msmith@torchfamilycapital.com

44 South Main St

Floor 2 Suite 2

Hanover, NH 03755

603-306-9899

Licenses

Series 7, 66 & SIE

Community Involvement

Board Member, New England School of the Arts