G. Brent Morton uses his CFO background and experience to provide similar guidance to families and executives. Brent works with clients to visualize and define reasonable and achievable financial goals and then puts customized strategies in place to pursue their goals. He believes building strong relationships with clients is key to better understanding needs, while establishing and exceeding expectations by creating healthy financial habits.
Brent’s success at addressing his clients’ retirement planning and estate needs is the result of a holistic financial management approach which includes coordinating with clients’ attorneys, CPAs and incorporating his client’s life goals to make sure the strategies in place are the most effective and tax efficient. In addition, by using a sophisticated wealth management platform, Brent is able to consolidate a client’s financial holdings from banks and other institutions, allowing them one complete view of their financial world.
Brent has over 25 years experience in financial management. As a graduate of UT Austin, Brent earned a BBA in Accounting, followed by an MBA from the University of Dallas. He was with Merrill Lynch before joining FFEC and has corporate finance and management experience having held positions of Controller, CFO, Regional Managing Dir. and VP of Global Client Services at previous firms.