G. Morton Email & Phone Number
Chief of Staff @ Level Four Group
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G. Morton Location
- Dallas, TX, US
G. Morton Work
- Chief of Staff @ (June 2025 - Present)
- Private Client Wealth Advisor @ (December 2015 - Present)
- Chief Operating Officer @ (October 2020 - June 2025)
- CFO and COO @ (November 2014 - October 2020)
- Senior Wealth Manager, Accredited Investment Fiduciary Analyst(AIFA®) @ Morton Wealth Management (July 2013 - November 2014)
- Vice President, Investments and Wealth Advisor, Accredited Investment Fiduciary Analyst(AIFA®) @ (February 2007 - June 2013)
- Financial Advisor @ (January 2001 - January 2007)
- Vice President, Operations and Regional Managing Director @ (January 1999 - January 2001)
- Vice President, Global Account Management @ (January 1996 - January 1999)
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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