The Client Operations team at Morton Wealth is dedicated to ensuring a seamless and personalized experience for our clients. This team manages client accounts, coordinates services, and provides support to enhance communication and engagement, ensuring that each client feels valued and understood. By working collaboratively, they help maintain long-lasting relationships and facilitate the delivery of tailored wealth management strategies that align with clients' unique goals and values.
Alexandria West
Client Operations Administrato...
Brandon Snow
Client Operations Administrato...
Jamie Domke
Client Coordinator
Kevin Klein
Client Coordinator
Leslie Owsley
Client Operations Administrato...
Liam O'hara
Client Operations Administrato...
Luis Hernandez
Client Operations Administrato...
Michelle Loakes
Client Services Manager
Morgan Jul
Client Operations Administrato...
Nick Valaika
Client Experience Manager
Peter Duan
Client Coordinator
View all