Michael Somekh
- Senior Financial Advisor
Michael Somekh joined Florham Park Wealth Advisors (FPWA) in April 2023 and is a Senior Financial Advisor with more than 30 years of experience servicing the financial needs of individuals, families, and businesses. Prior to joining FPWA, Michael was a Senior Vice President with Merrill Lynch, Bank of America, partnering with his father, William.
Michael is committed to building long-term relationships with his clients who receive customized financial strategies with respect to investment management, retirement planning, education planning, cash management needs and estate investment planning strategies. He conducts regular reviews with clients to ensure they remain on-track towards reaching their goals despite any changes that may take place in life or business.
Michael graduated from The University of Hartford with a degree in Economics and Finance.
He holds FINRA Series 7, 63, 65 securities registrations and life/health insurance licenses.
Michael is committed to building long-term relationships with his clients who receive customized financial strategies with respect to investment management, retirement planning, education planning, cash management needs and estate investment planning strategies. He conducts regular reviews with clients to ensure they remain on-track towards reaching their goals despite any changes that may take place in life or business.
Michael graduated from The University of Hartford with a degree in Economics and Finance.
He holds FINRA Series 7, 63, 65 securities registrations and life/health insurance licenses.
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Kate Morrison
- Branch Administrator
Kate is the Branch Administrator for Florham Park Wealth Advisors, where she supports Michael Somekh, Senior Financial Advisor, and his clients. Kate’s role is to make all of Michael’s clients’ experiences as pleasant and seamless as possible.
Prior to joining Florham Park Wealth Advisors, Kate spent twelve years as the Administrative Manager with the Doris Duke Charitable Foundation in Hillsborough, NJ, and New York City. Kate has several years of Human Resources, Administration, and Project Management experience across both non-profit and for-profit industries.
Kate attended Fairfield University in Connecticut where she earned her Bachelor’s Degree with a major in Communications. She also earned a Master's Degree in Organizational Psychology from Teacher’s College, Columbia University.
When she is not in the office, Kate can either be found at her sons’ soccer games, walking the family dog, volunteering with the Fortnightly Club in Summit, or relaxing at home. She lives in New Providence, NJ with her two sons.
Prior to joining Florham Park Wealth Advisors, Kate spent twelve years as the Administrative Manager with the Doris Duke Charitable Foundation in Hillsborough, NJ, and New York City. Kate has several years of Human Resources, Administration, and Project Management experience across both non-profit and for-profit industries.
Kate attended Fairfield University in Connecticut where she earned her Bachelor’s Degree with a major in Communications. She also earned a Master's Degree in Organizational Psychology from Teacher’s College, Columbia University.
When she is not in the office, Kate can either be found at her sons’ soccer games, walking the family dog, volunteering with the Fortnightly Club in Summit, or relaxing at home. She lives in New Providence, NJ with her two sons.