Steven H. Morton,  CFP<sup>&reg;</sup> - Financial Advisor

Steven H. Morton, CFP®

CPA,

CAPTRUST

628 Green Valley Rd, Ste 206
Greensboro, NC 27408
(336) 294-8585 x28104

General

Steven Morton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CAPTRUST in Greensboro, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Chartered Retirement Planning Councelor (CRPC, Registered Financial Gerontologist (RFG)

Insurance Licenses

  • Life insurance: NC, CA, CO
  • Health/disability insurance: NC
  • Fixed annuities: NC

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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