Dennis Morton Jr., CFP,® CHFC®
Founder and Principal
Dennis is a strategic thinker, a student of investing, and an advocate for being intentional with wealth through planning and preparation. He has combined knowledge of finance and economics with a background in history and leadership. As a result, Dennis’ investment insights are grounded in an understanding of the past and a sense of purpose about the future.
Before launching Morton Brown Family Wealth, he worked for ten years at Corbenic Partners where he was a partner and served on the firm’s investment committee. Earlier, he was a financial advisor at Citi Smith Barney. He earned both his Certified Financial Planner™ and Chartered Financial Consultant® designations and holds a life, health, disability insurance license.
Dennis earned a B.A. in History at Loyola University, Maryland. His education in both the humanities and finance fostered a lifelong appreciation of multi-disciplinary learning. After graduation, he served as a captain in the United States Army in the Air Defense Artillery. His role as a PATRIOT missile officer exposed him to a combination of strategic and tactical thinking. In leadership roles varying from Platoon Leader to Executive Officer, Dennis was exposed to complex decision making that has informed his role as an advisor. For his service in Operation Iraqi Freedom, Dennis was awarded the Bronze Star Medal.
Dennis is a proud husband and father. He and his wife, Gina, have made a commitment to the local community an integral part of their family life. They are helping to lead a campaign to build the Reilly Children’s Hospital at Lehigh Valley Health Network as a transformational health care initiative for their community. A parent of a Boy Scout, Dennis serves on the Executive Board of the Minsi Trails Council of the Boy Scouts of America and recently was appointed President-Elect of the Council. He will assume the role of President in January 2021. Dennis is chair of the Investment Committee and serves on the Finance Council for the Diocese of Allentown and is a past recipient of Lehigh Valley Business’ “Forty Under 40” award. In his spare time, Dennis enjoys playing guitar, trail running, and hiking with his family.
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