Professional Services Team

Jedd brings a deep understanding of estate planning and tax-efficient wealth management strategies. His passion for estate planning began at the University of Texas School of Law, where a charismatic professor first sparked his interest in the field. That early inspiration led to a career that combines legal experience, tax planning, and holistic wealth management—giving him a well-rounded perspective that helps clients make informed financial decisions with confidence.

With 22 years of experience, Jedd has advised individuals and families across the wealth spectrum. He has practiced as an estate planning attorney, worked at a CPA firm helping high-net-worth clients implement tax-efficient strategies, and worked at a multi-family office managing the complex financial needs of families with net worths of $200 million and up. He also played a pivotal role in growing a registered investment advisor into a $6 billion firm, serving families of all wealth levels. Through these roles, he has helped clients plan for the long term, balancing immediate financial goals with multi-generational wealth preservation.

With both a Juris Doctor (JD) and Certified Financial Planner^® certification, Jedd understands the importance of clear communication and transparency in building strong client relationships. His approach is centered on simplifying complex financial matters and ensuring that every plan is tailored to a client’s specific needs.

Outside of work, he enjoys traveling, the outdoors, tennis, and reading.

For more information about the CERTIFIED FINANCIAL PLANNER^® certification, please refer to the disclosure page on our website at www.destinationwm.com/disclosures. 

Morgan Bennett is a Senior Tax Strategist at Destination Wealth Management, where he plays a key role in aligning sophisticated tax strategies with comprehensive financial plans. With more than 15 years of experience advising high-net worth individuals, Morgan brings a rare combination of technical depth, strategic insight, and clear communication to every client relationship.

His expertise spans a broad spectrum of complex tax issues, including equity compensation planning for tech executives and founders—such as incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs)—along with extensive experience in cross-border tax matters, real estate holdings, business structures, and mergers and acquisitions. Morgan’s ability to translate complexity into clarity empowers clients to make informed decisions with confidence, knowing their strategies are not only sound but also optimized.

Before joining Destination Wealth Management, Morgan advanced through roles such as Staff Accountant, Tax Senior, and Tax Manager at boutique advisory firms in the San Francisco Bay Area. Over the course of his career, he has built a reputation for delivering high-impact strategies to clients navigating complex and evolving financial lives.

A native San Franciscan, Morgan holds a Master’s in Taxation from Golden Gate University and is a lic ensed Certified Public Accountant (CPA). He is known for his thoughtful approach, precise analysis, and unwavering focus on helping clients navigate the tax landscape with clarity and purpose. Clients appreciate his ability to simplify the complex and deliver strategies that align with both immediate goals and long-term vision.

For more information about the Certified Public Accountant designation, please refer to the disclosure page on our website at www.destinationwm.com/disclosures.