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$2.8 trillion
In invested assets globally
As of 06/30/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Morgan Hees began his career in the financial services industry in 1985 with the municipal bond desk of Dean Witter Reynolds in Los Angeles, CA. He earned his MBA from the Peter F. Drucker Graduate Management Center of Claremont Graduate University in 1991. After moving to Santa Fe, Morgan began his financial advisory business in 1995 and has since earned his Portfolio Manager designation with the successor firm, Morgan Stanley. In January 2015, he joined UBS Financial Services to form Hees Wealth Management Consultants.
A native of California, Morgan received his Bachelor of Arts degree in Political Science from the University of California, Berkeley. He and his wife, Katy, were married in 1984 and have three children. Morgan is active in the Santa Fe community, having been a Business Leader of the Lensic Theater he currently serves as a member of the endowment committee for the Santa Fe Preparatory School. In his free time, Morgan enjoys gardening, reading, and numerous outdoor activities.
Education
Credentials
Senior Vice President–Wealth Management
Morgan Hees began his career in the financial services industry in 1985 with the municipal bond desk of Dean Witter Reynolds in Los Angeles, CA. He earned his MBA from the Peter F. Drucker Graduate Management Center of Claremont Graduate University in 1991. After moving to Santa Fe, Morgan began his financial advisory business in 1995 and has since earned his Portfolio Manager designation with the successor firm, Morgan Stanley. In January 2015, he joined UBS Financial Services to form Hees Wealth Management Consultants.
A native of California, Morgan received his Bachelor of Arts degree in Political Science from the University of California, Berkeley. He and his wife, Katy, were married in 1984 and have three children. Morgan is active in the Santa Fe community, having been a Business Leader of the Lensic Theater he currently serves as a member of the endowment committee for the Santa Fe Preparatory School. In his free time, Morgan enjoys gardening, reading, and numerous outdoor activities.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
