Mark Morgan is an Managing Director with Morgan Stanley in Folsom, California. Mark has been with the firm, or predecessor firms, for the past 33 years. From 1993 1995, Mark served as the Planning Group Director, managing the Estate Planning and Deferred Compensation services of Smith Barney in Northern California, Nevada and Utah. Additionally, for the past decade, he has been designated a Senior Investment Management Consultant. In 2009, Mark was also awarded the title of Corporate Client Group Director for his consulting expertise in the Qualified and Non-qualified Retirement Plan arena. In 2011, Mark completed the requisite coursework and exam requirements for the College for Financial Plannings Chartered Retirement Plans Specialist designation as well. Areas of Focus: Mark focuses on helping wealthy families make sure that their success has a positive impact on the people and causes that they care about. He also helps pension and non-profit trustees mitigate fiduciary liability. Last, he helps corporations devise executive compensation plans that will attract and retain key employees. 