Morgan Smith
Senior Wealth Advisor, Senior Portfolio Manager
Morgan is an Owner, Senior Wealth Advisor and Senior Portfolio Manager at Torch Family Capital.
Morgan has over 12 years of experience in financial services and investment management industry, holding positions at Bank of America and Merrill Lynch prior to the launch of Torch Family Capital. She specializes in in the areas of portfolio management & design, business & family asset management strategies along with philanthropic planning. Morgan works closely with her clients’ other advisors, including attorneys and accountants, to create and deliver comprehensive financial planning advice.
Morgan holds her Series 7, 66, & SIE licenses.
Morgan lives in New Hampshire, having moved here from Florida to raise her family there.