G. Morton Email & Phone Number
Chief of Staff @ Level Four Group
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G. Morton Location
- Dallas, TX, US
G. Morton Work
- 2025 -now Chief of Staff @
- 2015 -now Private Client Wealth Advisor @
- 2020 -2025 Chief Operating Officer @
- 2014 -2020 CFO and COO @
- 2013 -2014 Senior Wealth Manager, Accredited Investment Fiduciary Analyst(AIFA®) @ Morton Wealth Management
- 2007 -2013 Vice President, Investments and Wealth Advisor, Accredited Investment Fiduciary Analyst(AIFA®) @
- 2001 -2007 Financial Advisor @
- 1999 -2001 Vice President, Operations and Regional Managing Director @
- 1996 -1999 Vice President, Global Account Management @
G. Morton Education
- The University of Dallas 1984-1986
- The University of Texas at Austin 1977-1981
G. Morton Skills
- Mutual Funds
- Alternative Investments
- Series 63
- Investments
- Investment Advisory
- Retirement Planning
- Portfolio Management
- Wealth Management
- Tax
- Retirement
- Strategic Financial Planning
- Estate Planning
- Series 7
- Strategic Financial
- Granite
G. Morton Summary
- G. Morton, based in Dallas, TX, US, is currently a Chief of Staff at Level Four Group. G. Morton brings experience from previous roles at Level Four Group and Morton Wealth Management. G. Morton holds a 1984 - 1986 The University of Dallas. With a robust skill set that includes Mutual Funds, Alternative Investments, Series 63, Investments, Investment Advisory and more. G. Morton has 1 emails and 8 mobile phone numbers on RocketReach.
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