Billy Morton
Partner at MBL Advisors
- Role
- Board Member at Umar, A Division Of Monarch
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Billy Morton
Billy leads the firm curating total balance sheet strategies to create purpose and legacy…
Experience
Board Member
Feb 2015 — Present · Charlotte, NC, US
Education
University of Georgia School of Law
Doctor of Law (JD)
2002 — 2005
The University of North Carolina at Chapel Hill
Bachelor of Arts - BA, English Literature (British and Commonwealth)
1994 — 1998
Skills
- Special Needs Planning
- Wills
- Wealth Preservation Strategies
- Wealth Management Services
- Private Wealth Management
- Trusts
- Investment Management
- Estate Law
- Special Education
- Estate Tax Planning
- Financial Planning
- Estate Planning
- Portfolio Management
- Trust Management
- High Net Worth Individuals
- Trustee
- Wealth Management
- Financial Planners
- Wealth
- Asset Management
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