Abby Morton, CFP®

Abby Morton, CFP®, has a diverse professional background, ranging from financial advising to managing customer success. With experience at companies like Goldman Sachs, Dentist Advisors, and Elements, Abby has held various roles such as Financial Advisor, Director of Customer Success, and Chief Of Staff. With a Bachelor's Degree in Finance from Utah Valley University and a CFP® certification from Dalton Education, Abby's expertise in financial analysis and customer relations is well-rounded. Additionally, Abby has actively contributed to community initiatives, such as leading a successful food drive at Goldman Sachs.