Steve Morgan

Steve Morgan is a dedicated professional at Bernstein Private Wealth Management, specializing in advanced planning options for entrepreneurs, business owners, and executives.

Steve excels in implementing advanced tax strategies, wealth transfer planning, and efficient diversification tactics for clients with concentrated equity positions.

He prides himself on building strong relationships with clients, understanding their values, and extending financial stewardship across generations.

Steve's passion for environmental conservation is highlighted by his decade-long service on the Board of Directors of WildAid, focusing on reducing global demand for illegal wildlife products.

Alongside his wife and three boys, Steve is actively involved in his Marin community, supporting local schools and coaching basketball and football.