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Steven H. Morton, CFP®, CPA

Steven H. Morton, CFP®, CPA

Principal,
Financial Advisor

Financial Advisors

Steve Morton is a wealth management financial advisor based in Greensboro, NC.

Steve joined CAPTRUST from Morton Wealth Management in 2018. He serves as a principal and financial advisor responsible for providing comprehensive advisory services. 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 and his wife, Lisa, live in Greensboro, North Carolina. As past residents of Colorado, Steve and Lisa have always had a passion for the outdoors. A few of their favorite hobbies are skiing, sailing sports, and traveling.

Education

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

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Awards & Recognition

  • Forbes Best-in-State Wealth Advisors 2018, 2019, 2020, and 2021

Memberships

  • Member, Financial Planning Association
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