Ayaz Hasan

Oz believes wealth planning is about more than money— it’s about guiding people to make informed decisions so they can live their best lives. With nearly two decades of wealth management experience, he understands the importance of providing clients nuanced advice, evolving over time with their changing circumstances.

Oz started his career at Citigroup Smith Barney as an Investment Analyst, then on to Merrill Lynch, and most recently, as a Financial Advisor at Morgan Stanley. He is a proud graduate of Towson University, where he earned his BS in Business with a Finance concentration. Oz holds the Certified Investment Management Analyst® (CIMA) and the Certified Exit Planning Advisor® (CEPA) designations.

Get to Know Ayaz!

My favorite vacation spot is:

“Las Vegas, NV”

Who, living or dead, would you like to invite for dinner:

“Muhammad Ali”

What makes you happy:

“Hanging out with my two little boys”

Three words that describe you:

“Humble, Optimistic, Empathetic”