G. Brent Morton, MBA
Chief Operating Officer & Private Client Wealth Advisor
Brent is the Chief Operations Officer of Level Four Group, a division of Carr, Riggs & Ingram Capital, LLC. Brent is responsible for managing the team of directors that provide the products and services of Level Four (financial planning, retirement plans, investment management, risk management, advanced planning solutions, private client services, business solutions, etc.). In addition, Brent provides direction to the various teams of financial specialists that distribute the company’s products and services while providing a remarkable client experience. Most of those teams partner with over a dozen CRI offices across the CRI footprint. Brent is responsible for the marketing, HR, and operations at Level Four’s headquarters in Dallas. He has experience working in small, medium, and Fortune 100 companies, holding many different leadership roles, e.g., Controller, CFO, COO, Regional Managing Director, and Vice President of Global Client Services in several industries, including Technology, Hospitality, and Travel.
Education
University of Texas in Austin, Bachelor’s in Accounting
University of Dallas, MBA