Jon Morgan

Adam brings a wealth of knowledge in the financial sector, proactively assisting clients by helping create, present, implement, and monitor their comprehensive financial plans.

He specializes in wealth management, estate and retirement planning, and investment management, using Lido’s full suite of in-house capabilities to deliver custom strategies for his clients.

She has extensive knowledge in wealth management, mortgages, and other financial services, utilizing her experience in private banking to deliver personalized strategies to her clients. Marya is deeply committed to helping clients achieve their comprehensive financial goals, furthering their financial knowledge, and building and preserving their legacies.

Works with individuals and families to simplify financial decisions and bring clarity to their long-term plans. He values the impact thoughtful planning can have in reducing stress and creating lasting security and approaches each relationship with a commitment to helping clients feel confident and prepared.

Nicholas focuses on helping families make better financial decisions that are aligned with the life they want now and in the future. His extensive experience in client services, he is prepared him to handle account management, client onboarding and inquiries, and anything else his clients may need for financial success.