Morton Wealth
Clarisse Sullivan is a seasoned marketing professional with extensive experience in the beauty and wealth management industries. Currently serving as the Director of Marketing at Morton Wealth since February 2017, Clarisse has also held the position of Marketing Manager within the same organization. Prior experience includes a role as Assistant Manager at Remedy Skin + Body from December 2008 to February 2017 and a Research and Development Intern at Lifetech Resources in June 2006. Educational qualifications include a Bachelor of Science in Business from California State University Channel Islands, a degree in Beauty Industry Merchandising and Marketing from FIDM, and an Associate of Arts in Liberal Arts and Sciences from Moorpark College.
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.