CFP®
Brian Morton II
As a student at Texas Tech University, Brian began his career with Evensky & Katz / Foldes Wealth Management as an intern in the Texas office. In the summer of 2019, he graduated with a Master of Science in personal financial planning, moved to Florida and was promoted to client service associate supporting the operations department.
In 2021, he was again promoted to paraplanner. As a paraplanner, Brian will be supporting the financial advisors with client relationships, preparation of financial plans, investment policy statements, reports, and implementation of client accounts. Brian has completed the CFP® process in December of 2022.
He attended Goucher College, where he earned his Bachelor of Arts in business management. Brian’s prior work experience is mainly in the financial services industry. He has worked as an ISG operation support for Morgan Stanley in Baltimore, Maryland, before joining Evensky & Katz / Foldes Wealth Management.
Brian resides in Miami where he enjoys traveling and spending time with friends.
