Cody Demmel is driven by his conviction and passion for investing and financial wellness.
He enjoys putting his strategic mind to work, utilizing financial tools and planning techniques to build portfolios that meet short-term and long-term financial goals. Cody strongly believes the pathway to a truly successful advisor-client relationship is through patience, understanding, trust, and communication. As a member of the Morton Brown Family Wealth team, Cody Demmel cultivates collaborative relationships with clients and is an important part of this dynamic advisory team.
Cody earned his CERTIFIED FINANCIAL PLANNER™ designation which requires continued learning and training as well as a commitment to the CFP Board’s ethical standards, requiring he and his fellow CFP® colleagues put clients’ interests first.
Prior to joining Morton Brown Family Wealth, Cody Demmel had nearly six years of experience at financial advisory firms including Morgan Stanley where he was one of five (out of 65 classmates) to complete their three-year Financial Advisor program. He earned his B.A. from Shippensburg University with a major in Personal Financial Planning, one of the few undergraduate programs to offer this concentration.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
out oF the office
Cody values spending time with family and his fiancé, Courtney. He is an avid sports enthusiast, playing golf in the summer months and soccer throughout the year. On weekends, Cody can be found with Courtney and their golden retriever, Stanley, at surrounding parks in the Lehigh Valley. He also enjoys connecting with fellow saltwater reef aquarium hobbyists.
What do you find most rewarding about the work that you do?
There are a lot of things that are rewarding which is why I think all of us here at Morton Brown love what we do. The most rewarding I think would be when I see the satisfaction our clients experience after we show them how their hard work and savings coupled with our investment and planning guidance have enabled them to reach their goals.
What was your favorite gift that you ever gave?
I gave Courtney (my fiancé) our golden retriever, Stanley, for Christmas. He is the best dog!
Do you have any skills or talents that most people don’t know about?
Something most people don’t know about is my passion for cultivating saltwater aquarium habitats. I have close to 700 gallons of saltwater tanks in my home along with various coral species from around the world. I have sold some of the coral I raise to hobbyists all over the country.
How do you define balance in your life?
I feel balanced in my life by working hard and being able to have fun, both in the office and at home.