Morgan Hood
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Morgan Hood serves as Senior Resident Director at Merrill’s Huntington office, where he has been a financial advisor since 1999. In this role, he focuses on delivering goals-based wealth management strategies tailored to affluent individuals, families, and organizations. Morgan emphasizes a personalized and holistic planning approach, offering a single point of contact and disciplined guidance in asset allocation and wealth management to help clients achieve their long-term financial objectives.
His practice supports a wide range of clients, including families, business owners, corporations, non-profit organizations, trusts, and estates. Morgan collaborates closely with clients’ legal and accounting professionals and accesses Merrill specialists in areas such as managed solutions, investment banking, insurance, and estate and retirement planning to provide comprehensive service.
Morgan holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance, both from Marshall University. He holds the Personal Investment Advisor (PIA) designation. Morgan resides in Huntington, West Virginia, with his wife and three children and has been active in the local community. Outside of work, his interests include baseball, basketball, fishing, football, reading, family time, and traveling.
Bank Of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1999 - Present (27 years)
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