Tyler Morgan

About Tyler Morgan

I am committed to serving as my clients’ most trusted advisor – the person to whom they…

Experience

1. Financial Advisor at the Morgan Group

   Morgan Stanley

   Mar 2014 — Present · 55 E 52nd Street NY, NY, US

   The financial services industry has changed greatly since my father founded The Morgan Group at Morgan Stanley many years ago, but the principles on which the team was established have not. We continue to focus on building confidence by working ethically and compassionately, and by treating every client like an extension of our own family.The clients I serve include professionals hoping to maintain their lifestyle throughout retirement and families focused on preparing the next generation for the responsibilities that come with the wealth they’ll inherit someday. In addition, I work closely with business owners preparing for or adapting to a life-changing liquidity event and with senior executives whose wealth is heavily concentrated in employer stock and stock options. My team and I leverage the global resources of Morgan Stanley to help provide comprehensive and highly personalized strategies to every family we serve.Series 7, 66 licensed. NMLS ID: 13•••57. CA Insurance License # 43•••66© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.