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Nico M

Series 66

Watertown, NY

Hightower Advisors

Nico Morgia is a financial advisor with Hightower Advisors, holding a Series 66 credential and nine years of industry experience. He has worked with HighTower Securities, LLC since 2016. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach using both affiliated and third-party managers, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments and private funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Heather C

Series 63, Series 66

Watertown, NY

Hightower Advisors

Heather Clement is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 credentials and has 31 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and operational features such as monitoring and rebalancing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Shane S

Series 63, Series 65

Watertown, NY

Hightower Advisors

Shane Simser is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Securities since 2013. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Joseph C

Series 66

Watertown, NY

Hightower Advisors

Joseph Cosmo is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Hightower Securities, LLC since 2014. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers portfolio management, financial planning, and retirement consulting through its extensive network of Advisor Practices.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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