Adam D. Morton, CFP®
Assistant Vice President, Senior Wealth Advisor
Adam Morton, CFP® joined the firm in 2017 and serves as a Senior Wealth Advisor for the Private Client Group. In this role, Adam is dedicated to serving the investment and planning needs of his clients by offering objective and proactive financial advice.
Adam has over 12 years of industry experience, most recently working as a Senior Wealth Consultant for RiverPoint Capital Management. His prior experience also includes years of experience with a single family office in Cincinnati, as well as investment consulting with Cambridge Associates in Washington, DC.
Education & Designations
Adam received a BS in Finance with a minor in Entrepreneurship from Miami University. He holds an MBA from Xavier University and is a CERTIFIED FINANCIAL PLANNER™. He was recognized by the Cincinnati Business Courier in 2018 as a “Forty Under 40” honoree.
He is very active in the community and currently serves on the Lighthouse Beacon for Youth Foundation Board, as well as the Cincinnati Squash Academy and Stepping Stones futures boards.