Meet the Team

Steven H. Morton

CPA, CFP®
Bachelor of Science Degree in Business Administration from the University of Denver
Certified Public Accountant
Certified Financial Planner™ practitioner
Chartered Retirement Planning Counselor

Steve is the founder of Morton Wealth Management, LLC in Greensboro, North Carolina. Steve is the principal advisor for our firm, and his credentials and experience allow him to advise our clients on all aspects of wealth management.

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Jonathan Stoller

CFP®
Bachelor of Science degree with Honors from the Art Center College of Design in Pasadena, California.
Certified Financial Planner™ practitioner

Jonathan has worked as a financial advisor for high net-worth clients for over 25 years. He joined the firm in 1988, the year he received his CFP®. Jonathan’s unique approach focuses on listening to and understanding the needs, hopes and desires of his clients.

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Matthew H. Johnson

CFP®
Bachelor of Arts degree in Business Economics from Wofford College in Spartanburg, South Carolina
Certified Financial Planner™ practitioner

Matt is a Certified Financial Planner Practitioner and Portfolio Manager at Morton Wealth Management, LLC.  He began his career in 2008 as a dually registered representative of a Broker-Dealer and Registered Investment Advisor.  Matt joined our firm in 2010.

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Nathaniel P. Carswell

CFP®
Bachelor of Science degree from Appalachian State University
Certified Financial Planner™ practitioner
Chartered Advisor for Senior Living®

Nathaniel joined our firm in 2013 after working as a financial planner for a not-for-profit, Fortune 500 financial services organization. He is passionate about helping individuals and families make wise decisions in their financial lives through comprehensive financial planning.

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Walter E. Abele

MBA
Master of Business Administration in Finance from George Mason University
Bachelor of Science Degree in Business Administration from Shippensburg University

Walt worked as an advisor with a Fortune 100 financial services firm before joining us in May 2017.

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Eduarda M York

SPHR®, SHRM-SCP
HRCI – SPHR Certified
SHRM – SCP Certified

Edie York joined our firm in 2016 as the Director of Operations. Her many responsibilities include overseeing the day-to-day running of the firm at the administrative, financial and human resources levels.

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Emily Petrini

Emily joined Morton in 2016 as a Client Service Representative. She has worked in client services in a variety of fields for the past four years and is passionate about building relationships with clients.

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Anne Beckwith

Bachelor of Science Degree in Finance from UNC Greensboro

Anne joined our firm in 2014 as a Client Service Representative. Anne brings with her a wealth of customer service experience and computer skills.

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Susan Barnes

Wilson County Community College - Wilson, North Carolina

Susan joined our firm in 2015 as an Office Administrator. Susan's history includes experience in the fields of business, religious non-profit, and legal. Most recently, she served as Administrative Assistant at one of the local churches here in Greensboro.

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