Morgan Feliz is a Vice President and Financial Advisor in New York City for Morgan Stanley. He has more than a decade experience in the financial services industry. Morgan began his career as a Wealth Management associate with Oppenheimer & Co. From there, he worked as a Vice President, Private Client Advisor at J.P. Morgan Securities before joining Morgan Stanley Wealth Management in May 2015. Morgan focuses on serving the varied financial needs of high net worth individuals, particularly physicians, attorneys and corporate executives. He employs a carefully constructed wealth management process to address all of the needs clients are likely to face during their lifetime from asset accumulation to legacy planning -- and uncovering important financial issues they are unaware of. He also takes into consideration a myriad of what if scenarios pertaining to such areas as inflation, death, disability, birth, divorce, wealth transfer, and provides solutions for each of them. Morgans process begins by having clients answer a detailed questionnaire, which is then used to create a goals-based financial plan. This plan serves as the foundation of his working relationship with clients. Morgan not only draws on his experience as an advisor but his experience of having advised his mother and siblings after his father passed away abruptly five years ago of a heart attack in his late fifties. Through this adversity, he enhanced his skills, empathy and emotional intelligence as a financial advisor. Now Morgan cares even more deeply for his clients. He wants them to be confident with their finances. This approach has bolstered his relationships with investors. "People will not care how much you know until they know how much you care. Theodore Roosevelt 