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Samuel Morales
Wealth Management Associate - Financial Services Professional
Samuel Morales is a Wealth Advisor at Citi Personal Wealth Management, where he has been employed since May 2019. He has a robust background in financial advisory services, having previously worked at J.P. Morgan Securities from April 2013 to April 2019. Morales holds the Series 63 and Series 65 licenses, which enable him to provide investment advice and manage portfolios for clients in Texas and potentially other states under applicable exemptions.124
Professional Background
- Current Position: Wealth Advisor at Citi Personal Wealth Management (since May 2019).
- Previous Experience: Financial Advisor at J.P. Morgan Securities (April 2013 - April 2019).
- Licenses: Series 63 and Series 65, allowing him to operate as an investment advisor.
Education
Samuel Morales graduated from Vassar College, which contributes to his expertise in the financial sector.3
Services Offered
At Citi, he provides a range of services including:
- Portfolio management for individuals and small businesses.
- Advisory services tailored to institutional clients.
- Selection of other advisors as needed.
Morales's approach is characterized by a client-centric focus, aiming to tailor financial strategies that align with individual client goals.12
