Brent Morton serves as the Chief Operating Officer of the Level Four Group of Companies including Level Four Capital Management, LLC. Brent is responsible for management and implementation of the company products and services (financial planning, retirement plans, investment management, and insurance solutions) through our Practice Directors and is also responsible for providing direction to the implementation of the Level Four Model for the company business units led by our Business Unit Leaders and Managing Directors.
Prior to joining the firm, Brent worked in the wealth management industry as a financial advisor. Brent spend the first part of his career working with Fortune 100 companies, as well as small to medium-sized companies in a variety of leadership roles including CFO, Regional Managing Director, and Global Client Services, etc. Brent holds securities licensing for Financial Advisors, and — through his Accredited Investment Fiduciary Analyst™ and CEFEX Analyst designations — can provide Fiduciary Assessments evaluate best practices for various Investment Stewards (i.e., Trusts, Endowments, Charities, Investment Committees and Managers).
University of Texas in Austin, Bachelor’s in Accounting
University of Dallas, MBA