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- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Personal Finance
  
  Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Market Trends
  
  From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Technology & Disruption
  
  Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Sustainability
  
  Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.
- At Morgan, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.
  
  Diversity & Inclusion
  
  Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.
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2024 Election Updates

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Could AI Robots Help Fill the Labor Gap?

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What We Do
What We Do
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Wealth Management
  
  We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Banking & Capital Markets
  
  We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sales & Trading
  
  Global institutions, leading hedge funds and industry innovators turn to Morgan for sales, trading and market-making services.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Research
  
  We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Investment Management
  
  We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Morgan at Work
  
  We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Sustainable Investing
  
  We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.
- Morgan helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
  
  Inclusive Ventures Group
  
  From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.
About Us
About Us
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Core Values
  
  Everything we do at Morgan is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  History
  
  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Locations
  
  The global presence that Morgan maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Diversity
  
  Morgan is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sustainability
  
  Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Giving Back
  
  At Morgan, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan employees.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Technology
  
  As a global financial services firm, Morgan is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.
- Since our founding in 1935, Morgan has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Sponsorships
  
  At Morgan, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.
Why Us
Why Us
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Why Morgan
  
  At Morgan, we focus the expertise of the entire firm—our advice, data, strategies and insights—on creating solutions for our clients, large and small.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  How We Can Help
  
  We have the experience and agility to partner with clients from individual investors to global CEOs. See how we can help you work toward your goals—even as they evolve over years or generations.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Building a Future We Believe In
  
  At Morgan, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Get Started
  
  Meet one of our Financial Advisors and see how we can help you.
- For 89 years, we’ve had a passion for what’s possible. We leverage the full resources of our firm to help individuals, families and institutions reach their financial goals.
  
  Stay in the Know
  
  Get the latest insights, analyses and market trends in our newsletter, podcasts and videos.
Careers
Careers
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Students & Graduates
  
  A career at Morgan means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Professionals
  
  At Morgan, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan.
- We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.
  
  Experienced Financial Advisors
  
  At Morgan, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.
Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan

Technology

Old School Grit.
New World Ideas.

We put clients first—from individuals and families to institutions and governments—by helping them raise, manage and distribute the capital they need to achieve their goals.

Why Morgan?

Integration with impact

We work as one team, bringing the right people, technology and expertise together for you.

Service with perspective

We listen more than we talk, so we can understand your needs and offer tailored solutions.

Finding the unseen edge

With creativity, hard work and vision, we help clients discover what’s on the horizon.

Access to new paths

Our data-driven research and global reach allow clients to tap new opportunities.

Integration with impact

Service with perspective

Finding the unseen edge

Access to new paths

Here to Help You
Achieve Your Goals

We have the experience and agility to partner with clients from individual investors to global CEOs. To see how we can help you work toward your goals—even as they evolve over years or generations—get started below.

I’m exploring solutions for:

I'm looking to:

Wealth Management

Supporting your goals

No matter what you want to accomplish, our Financial Advisors work with you to provide ongoing, comprehensive planning and investment advice to help you succeed.¹

Wealth Management

Morgan Client Experience

Today’s financial challenges may be complex, but you don’t have to face them alone. Chart a clear path to what’s possible with help from a Morgan Financial Advisor.¹

Wealth Management

Your partner, every step of the way

Whether you need advice or prefer to invest on your own, we have a range of solutions to help meet your needs.²

Wealth Management

Wealth Management Portfolio Insights

Discover timely market commentary, thought leadership and portfolio ideas from Morgan's Global Investment Office.

Investment Management

Discover investment options

Learn about products that can help drive results for your clients. We offer a range of options for individuals, Financial Advisors and institutions seeking competitive returns and positive impact.

Our Insights

Gain insights

Explore how today's market trends affect financial performance. We analyze news and data from around the world to help you deliver more for your clients.

Morgan at Work

Offer equity solutions

Give your employees a stake in your business with our equity compensation solutions. Technology, hands-on guidance and dedicated service help you effectively administer equity while managing risk and compliance on a global scale.

Morgan at Work

Provide financial well-being

Give your employees the resources they need to take charge of their finances. With our tools and guidance, you can work to provide for their financial wellness and can benefit from a more productive workforce.

Morgan at Work

Provide retirement solutions

Explore our comprehensive suite of retirement solutions. Morgan tools, advice and support can help your employees meet their goals for a more secure financial future.

Morgan at Work

Learn more about the future of workplace benefits

Get fresh perspectives that can help drive your business forward and empower your employees. Explore our insights on workplace news and trends.

Investment Management

Discover investment options

Learn about products that can help drive results. We offer a range of options for institutions seeking competitive returns and positive impact.

Institutional Securities Group

Help my organization grow

Whether you are raising funds to expand your business, planning an acquisition or maximizing your company’s existing capital, our investment banking services can help.

Our Insights

Explore our comprehensive market insights

Dive into our robust library of insights and ideas. We cover an extensive range of sectors, regions and trends, in topics as diverse as technology, taxes, alternatives, sustainable investing and more.

Building a Future We Believe In

At Morgan, we put our beliefs to work. We lead with exceptional ideas, prioritize diversity and inclusion and find meaningful ways to give back—all to contribute to a future that benefits our clients and communities.

Investing at the Intersection of AI and the Energy Transition

Generative AI and its need for energy are straining power grids but may also offer solutions to managing energy demand. Investors and corporate leaders are assessing the sustainable innovations that could help to meet this challenge.

Creating Opportunity in Financial Services

Morgan’s Finance Academy helps high school students learn about a career in the finance industry while networking and finding mentors.

Bringing Equity to Homeownership

With homeownership rates on the decline and the wealth gap in the U.S. widening, state housing agencies are raising capital from private markets to provide down payment assistance and attractive mortgage rates to first-time homebuyers.

Get Started

Meet one of our Financial Advisors and see how we can help you.¹

Find a Financial Advisor

Stay in the Know

Five Ideas newsletter

Get the latest news, analyses and market trends with the Morgan Five Ideas newsletter, delivered straight to your inbox each week.

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Morgan podcasts

Our award-winning podcasts explore topics that shape how we live and invest. In-depth conversations offer fresh perspectives on today's most compelling issues for investors.

Exceptional Leaders / Exceptional Ideas video series

In this series from Morgan Research, our equity analysts sit down with business leaders at global companies to discuss broad foundational changes impacting sectors, industries and markets.

¹There are minimum asset levels and eligibility requirements to work with a dedicated Financial Advisor.

²Investing involves risk including the potential loss of principal invested.

This advertisement has been prepared solely for information purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy. The material contained herein has not been based on a consideration of any individual client circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. To that end, investors should seek independent legal and financial advice, including advice as to tax consequences, before making any investment decision.

Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay® and iPad mini® are trademarks of Apple Inc. App Store® is a service mark of Apple Inc.

CRC #3852739 09/2024

Old School Grit.New World Ideas.

Why Morgan?

Integration with impact

Service with perspective

Finding the unseen edge

Access to new paths

Integration with impact

Service with perspective

Finding the unseen edge

Access to new paths

Here to Help YouAchieve Your Goals

I’m exploring solutions for:

I'm looking to:

Supporting your goals

Morgan Client Experience

Your partner, every step of the way

Wealth Management Portfolio Insights

Discover investment options

Gain insights

Offer equity solutions

Provide financial well-being

Provide retirement solutions

Learn more about the future of workplace benefits

Discover investment options

Help my organization grow

Explore our comprehensive market insights

Building a Future We Believe In

Investing at the Intersection of AI and the Energy Transition

Creating Opportunity in Financial Services

Bringing Equity to Homeownership

Get Started

Stay in the Know

Five Ideas newsletter

Morgan podcasts

Exceptional Leaders / Exceptional Ideas video series

Old School Grit.
New World Ideas.

Here to Help You
Achieve Your Goals