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Lon Morton

CEO at Morton Wealth

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MORTON WEALTH

MORTON WEALTH

  • description Description
    Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply re...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Morton Wealth Org Chart and Mapping

Jeff Sarti

Chief Executive Officer

Employees

Cfa® Joe Seetoo

Senior Vice President, Partner & Wealth Advisor at Morton Wealth

Meghan Pinchuk

Chief Investment Officer

Liam O'Hara

Client Operations Administrator

Dylan Druian

Administrative Assistant

Amber McBride

Financial Planning Associate

Frequently Asked Questions Regarding Lon Morton

Answer: Lon Morton works for Morton Wealth as CEO

Answer: Lon Morton’s role in Morton Wealth is CEO

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Answer: Lon Morton works in the industry of: Investment Management

Answer: Lon Morton works Morton Wealth located at Agoura Rd, Calabasas, , 91301, California, 27200, United States

Answer: Morton Wealth's CEO is Lon Morton

Answer: Lon Morton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@mortoncapital.com

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