Brian Morton II, CFP®
How do I help our clients live a richer life?
As an advisor, one of my goals is to become a trusted partner for our clients, guiding them towards the realization of their personal and financial aspirations. What truly brings me the greatest sense of fulfillment in my career are the meaningful relationships I cultivate with our clients. The deeper my understanding of their individual needs and desires, the more effectively I can tailor our financial solutions to meet their requirements.
How do I spend my time outside of Brighton Jones?
I enjoy traveling to new states and countries, staying active by playing basketball, and spending time with my friends and family outside of Brighton Jones.