Morton Wealth
Alexandria West currently serves as a Client Coordinator at Morton Wealth, having also held the roles of Client Operations Administrator and Marketing & Administrative Assistant since October 2022. Prior experience includes a portfolio management internship at One Capital Management, LLC, where notable contributions involved creating a Bloomberg Terminal portfolio and obtaining a Bloomberg Market Concepts certificate. Alexandria also interned in marketing and platform roles at March Capital, necessitating data consolidation and CRM migration tasks. Earlier employment as a Sales Associate at Paper Source demonstrated skills in customer service and team training. Alexandria holds a Master of Business Administration in Finance from SMU Cox School of Business (2023-2025) and a Bachelor of Arts in Integrated Marketing Communication from Pepperdine University (2019-2022), along with a minor in Art History.
Morton Wealth
Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice. It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality. It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means. And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way. Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.