Brent Morton has served as chief financial officer and currently serves as the chief operations officer of Level Four® Wealth Management (“Level Four”), a division of Carr, Riggs & Ingram Capital, LLC. Brent primarily focuses on company operations at Level Four, including the creation and implementation of the franchise model for Level Four offices. He also manages and promotes the Level Four Practices (financial planning, retirement plans, investment management, and insurance solutions) and has been responsible for creating financial business models for profitability.
Prior to joining the firm, Brent worked in the wealth management industry as a financial advisor. He also has experience working with Fortune 100 companies, as well as small to medium-sized companies in a variety of leadership roles, e.g., Controller, CFO, Regional Managing Director, and Vice President of Global Client Services.
Brent holds securities licensing for Financial Advisors, and — through his Accredited Investment Fiduciary Analyst™ and CEFEX Analyst designations — can provide Fiduciary Assessments/Audits to evaluate best practices for various Investment Stewards (i.e., Trusts, Endowments, Charities, Investment Committees and Managers, etc.). These qualifications are becoming desired and demanded by both the industry and regulators with increasing frequency.
University of Texas in Austin, Bachelor’s
University of Dallas, Master’s