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Brian Morton II

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Brian Morton II

Brian started working with Evensky & Katz / Foldes Financial as an intern in the Lubbock office while pursuing his Master of Science in personal financial planning at Texas Tech University. In the summer of 2019, he graduated with a Master of Science in personal financial planning and is currently a client service associate supporting the operations department.


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 Financial.


Brian resides in Miami where he enjoys traveling and spending time with friends.

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