David Morton Email & Phone Number | My Areas of Focus: Business Services Education Funding and 529 Plans Estate Planning Strategies* IRAs & IRA Options Retirement Planning Liability Management Annuities E-mail: david.l.morton@wellsfargoadvisors.com This information is intended for use by residents of AZ, CA, DC, FL, GA, KS, LA, MD, NJ, NY, OK, PA, and VA only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

David Morton

My Areas of Focus: Business Services Education Funding and 529 Plans Estate Planning Strategies* IRA...
Washington Dc, Washington Dc, United States

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David Morton’s Location Washington Dc, Washington Dc, United States

David Morton’s Current Industry Wells Fargo Advisors

David Morton’s Prior Industry Citismithbarney | Merrill Lynch

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Assistant Vice President-Investments, Fundamental Choice Portfolio Manager

2008-12-01 00:00:00 - Present

Vice President-Wealth Management

1998-05-01 00:00:00 - 2008-12-01 00:00:00

Assistant Vice President- Investments

1987-10-01 00:00:00 - 1998-04-01 00:00:00

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David Morton is a My Areas of Focus: Business Services Education Funding and 529 Plans Estate Planning Strategies* IRAs & IRA Options Retirement Planning Liability Management Annuities E-mail: david.l.morton@wellsfargoadvisors.com This information is intended for use by residents of AZ, CA, DC, FL, GA, KS, LA, MD, NJ, NY, OK, PA, and VA only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social