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
About John Morton
I help people navigate the complexities, uncertainties, and changes that life brings…
Experience
Senior Wealth Advisor
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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