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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

Your 401(k)'s lifetime income illustration

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

How do you plan confidently for the retirement you want?

Start by building a strategy based on the resources and needs over the course of your life.

Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

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