Our Team

Phone: 866.834.1040

Mr. Morton serves as the Chief Operating Officer of the Level Four Group of Companies, including Level Four Capital Management, LLC. and is a Private Client Wealth Advisor. Mr. Morton is responsible for the management and implementation of Level Four’s products and services, which includes investment management, financial planning, retirement plans, and insurance solutions. He provides direction for the implementation of the Level Four Model for the company business units.  Mr. Morton has 20+ years of experience in the financial services sector and has had leadership roles, including CFO, Regional Managing Director, and Global Client Services, as well as a financial advisor. Mr. Morton received his Bachelor of Business Administration from the University of Texas in Austin-Accounting and his Master’s of Business Administration from the University of Dallas. Mr. Morton holds multiple Investment Advisor, FINRA, and Insurance licenses as he leads the Level Four teams. He also holds the Accredited Investment Fiduciary Analyst™ and CEFEX Analyst designations.