Terry Morton
Helping You to Build Security, Grow Wealth at Every Stage of Life
- Role
- Owner, Investment Advisor Representative at Terry Morton Wealth Advisors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Terry Morton
Contact me at 31••••••52 An Independent Financial Advisor, I Enjoy Offering Solutions to Financial Issues Based on Each of Your Unique Needs & Goals your After many years of practical industry experience, I transitioned my practice from a traditional people engagement process to a prospect and client centric process. In so doing, consulting in the areas of health, finances, and relationships take precedence over all else. It is important for you to know that when working with me, you will understand what I do, what my industry does, and how it works so you can advocate for yourself, about any issue. You will become an even better client, and we will have much deeper conversations that bring even more value.If you\'re wishing to find someone who listens and asks questions about you and helps you solve problems without discussing core financial services products, then we should talk. I assist in the areas of health, finances, and relationships. Most of our day to day living issues can be found in those areas. I am here to be different, not just differentiated. I\'m here to let you sing your song, tell your story. I\'m here to help, not sell. NEXT STEP Please contact me at 31••••••52, T••••@tmortonwealthadvisors.com or schedule directly at https://calendly.com/tmortwealth. Visit What Clients Refer to Me As I am grateful to be referred to as someone who helps create ease, assists in defining needs and wants to help anyone understand what is and is not important to them. Creating income streams for families who would not have had the income to fulfill their obligations; helping Business Owners and Wealthy individuals to create an appropriate distribution of assets allowed for a long-lasting income stream with lower levels of taxation; helping greatly in situations of seeming chaos, by creating a workable process, step by step. Specialties Include Helping You to Build Security, Grow Wealth at Every Stage of Life, Independent Financial Advisor, Independent Wealth Management, Personal Advisory, Personal Family Counseling, Life Consultant, Proactive Listener, Human Touch Financial, Family Advisory, Financial Life Matters
Experience
Owner, Investment Advisor Representative
Dec 2019 — Present · Milwaukee, WI, US
Who You HelpCalling all CPAs: It’s Time to Put Some Energy Into Your OWN Financial Health | Help Business Owners Of a Certain Age Prioritize Retirement Planning | Creating Financial Wellness Plans for CPA Business Owners | Financial Coaching For Smart Humans Who Want to Run Their Business, Not Be Run By It-What You Do/Who You AreCertified Retirement Counselor | Breaking Down Complex Financial Terms Since | Financial Problem-Solver with 27 Years Industry Experience | Analysis + Empathy + Lifetime Support | Patient & Compassionate Financial Coach-Why I Should Care/OutcomeI’ll Give You Permission to Spend Your Money and Live Your Life | What Would You Do With Total Financial Security?| You Deserve a Financial Partner For the Long-Haul | Financial Security for Yourself and Your Family – No Matter What | Over 45? Retirement-Planning Should Have Started Yesterday. Today Works Too.It would be my pleasure to provide a free consultation to see if I can help you. To book an appointment with me go to: https://calendly.com/tmortwealthInvestment advisory services are offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Terence Morton. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Education
University of Arizona
BA, Broadcast Journalism
1982 — 1988
Lake Forest Graduate School of Management
MBA, Finance
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