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

Steven H. Morton, CFP®

CPA,

Morton Wealth Management LLC

628 Green Valley Rd, Ste 206
Greensboro, NC 27408
(336) 294-8585 x106

General

Steven Morton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morton Wealth Management LLC 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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