Billy Morton Email & Phone Number
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Billy Morton Location
- Charlotte, NC, US
Billy Morton Work
- 2018 -now Partner @
- 2008 -2023 Board Member @
- 2015 -2023 Board Member @
- 2020 -2022 Chairman Of The Board @
- 2013 -2018 SVP, Private Client Advisor @
- 2009 -2013 SVP, Senior Trust Officer @
- 2008 -2009 Attorney @
- 2004 -2008 Attorney @
Billy Morton Education
- University of Georgia School of Law
Doctor of Law (JD) (Order of the Coif, ++)
2002-2005 - University of North Carolina at Chapel Hill
Bachelor of Arts - BA (Pi Kappa Alpha)
1994-1998
Billy Morton Skills
- Trust Management
- High Net Worth Individuals
- Estate Planning
- Trusts
- Private Wealth Management
- Wealth Preservation Strategies
- Estate Tax Planning
- Trustee
- Special Needs Planning
- Wealth Management Services
- Wills
- Wealth
- Portfolio Management
- Financial Planners
- Asset Management
- Estate Law
- Financial Planning
- Investment Management
- Special Education
- Wealth Management
- High Net Worth
- Private Wealth
- Wealth Preservation
- Financial Services
- Services
Billy Morton Summary
- Billy Morton, based in Charlotte, NC, US, is currently a Partner at MBL Advisors. Billy Morton brings experience from previous roles at E Dillon & Co, UMAR Services, Inc. and U.S. Trust. Billy Morton holds a 2002 - 2005 Doctor of Law (JD) in Order of the Coif, ++ @ University of Georgia School of Law. With a robust skill set that includes Trust Management, High Net Worth Individuals, Estate Planning, Trusts, Private Wealth Management and more. Billy Morton has 2 emails and 3 mobile phone numbers on RocketReach.
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