Financial organization and sophisticated planning strategies for public and private companies, corporate executives and high net worth families.After over 18 years of managing client relationships and holding various leadership positions within Morgan Stanley, I knew I could better serve my clients unique needs by establishing my own corporation. With a small boutique feel but the resources of a large financial institution, Morgan Capital Solutions, LLC was formed to provide Intelligent Analysis, Organized Planning and Simplified Strategies.This information is intended for use only by residents of AZ, CA, CO, MA, MD, NC, NV, NY, OR, TX, UT, WA. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.CA Insurance License Number 0B93204