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Morgan Paul Hees

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.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SD
  • TN
  • TX
  • VA
  • VI
  • WA
  • WY

Education

  • Bachelor of Arts in Political Science, University of California, Berkeley

Credentials

  • Senior Portfolio Manager
141 East Palace Avenue
Coronado Building
Santa Fe, NM 87501
  • (505) 989-5119

Email Me

Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

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Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

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In invested assets globally 
As of 12/31/2021

51 countries

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