Professional Services Team

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.

Andrew Zangrilli is an Estate Planning Strategist at Destination Wealth Management. A California-licensed attorney since 1998, Andrew helps clients think through estate planning issues with clarity, practicality, and an understanding of the legal and family considerations that often shape long-term planning decisions.

Andrew began his career as In-House Counsel at iSyndicate, a San Francisco-based digital content aggregator, where he drafted and negotiated agreements, supported M&A due diligence, and appeared in judicial proceedings. He later spent more than 15 years at Thomson Reuters FindLaw as Business Lead, Professional Content, where he managed legal content for one of the largest and most widely used free legal information portals on the web.

Before joining Destination Wealth Management, Andrew served as President of Zangrilli Law, PC in San Francisco. His firm focused on assisting families with estate planning and probate matters, as well as real estate transactions and general business issues.

Originally from Pennsylvania, Andrew attended Deerfield Academy in Massachusetts. He earned his undergraduate degree in English and Philosophy from Emory University and his Juris Doctor from the University of San Francisco School of Law. Andrew lives with his family and cat in San Francisco, where spends his free time cycling, playing piano and guitar, and building a collection of classic car photography.