Morgan W. Bennett

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 ISOs, NSOs, and RSUs—along with 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 sound and optimized.

Before joining Destination Wealth Management, Morgan advanced through roles as Staff Accountant, Tax Senior, and Tax Manager at boutique advisory firms in the San Francisco Bay Area, building a reputation for delivering high-impact strategies to clients navigating complex financial lives.

A native San Franciscan, Morgan holds a Master's in Taxation from Golden Gate University and is a licensed 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.

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