John Morton

Experienced Wealth Advisor helping people live a full life

Role
Senior Wealth Advisor at Mariner
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Morton

I help people navigate the complexities, uncertainties, and changes that life brings…

Experience

  1. Senior Wealth Advisor

    Mariner

    May 2025 — Present · Brookfield, WI, US

    As a Senior Wealth Advisor at Mariner, I help my clients find solutions to complex wealthchallenges. At Mariner, our team of advisors and associates collaborate on tax planning, estateplanning, insurance, trusts and more. Because when we have access to a more collaborativeapproach, we believe we can find more sophisticated solutions.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.

Education

  • Carthage College

    Bachelor of Arts (B.A.), Finance

    2012 — 2016

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John Morton — Senior Wealth Advisor at Mariner in Milwaukee, WI, US | Unifers