Christian Morton
Wealth Management Advisor @Lifetime Financial Growth
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WORK HISTORY
Wealth Management Advisor @Lifetime Financial Growth
Independence, OH, US
Christian Morton is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 24500 Chagrin Blvd.#200; Beachwood, OH 44122. Phone:(21••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Christian is also a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Capital Planners and Lifetime Financial Growth are not affiliates or subsidiaries of PAS or Guardian and are not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
EDUCATION
The University of Akron
Certificate in Financial Planning, Finance
The University of Akron
Bachelor of Business Administration (B.B.A.), Sales Management
ABOUT CHRISTIAN MORTON
Wealth is not his that has it, but his that enjoys it-Benjamin Franklin Understanding you and what you believe in is an integral part of financial planning and is usually our first goal. We then look to help you refine your belief and make sure it is in line with general financial planning principals. There are numerous areas of financial planning to consider and develop a belief system or a philosophy for. Whether you are aware of it or not, you are already walking down a path to a financial destination. We look to help you take the most optimal path. Our service can be provided and customized in whichever way best suits your needs. If you prefer to meet exclusively via digital communication or keep it old school and have meetings over coffee at our office, we can fulfill our promise either way. Whether you have one or two specific weeks a year that you need to complete all your planning or if you need to meet briefly on the fly each month to make progress, we can help you make it all work./COMPLIANCE:20••••04/
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