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Steven H. Morton, CPA, CFP®Financial Advisor

  • 628 Green Valley Road
    #206
    Greensboro, NC 27408
  • LinkedIn

Steve became part of CAPTRUST in 2018 when Morton Wealth Management merged with CAPTRUST. He serves as a vice president and financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm Steve was the principal advisor at Morton Wealth Management, the company he founded. There, he performed comprehensive financial planning for clients, including charitable and planned giving, investment management, estate planning, retirement, insurance, and long-term care planning services.  

Steve lives in Greensboro, North Carolina. As a past resident of Colorado, Steve has always had a passion for the outdoors. Two of his favorite hobbies are skiing and sailing sports.  

EDUCATION 

  • Bachelor of Science degree in business administration from the University of Denver

INDUSTRY DESIGNATIONS 

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant
  • Chartered Retirement Planning Counselor

MEMBERSHIPS 

  • Financial Planning Association