John Morton 2018-07-02T17:02:34+00:00

John Morton, CFP®

Associate Wealth Manager

John joined Boardwalk Financial Strategies in February of 2018 as an Associate Wealth Manager. He is passionate about helping people and enjoys using a holistic approach to financial planning and investments.

Prior to joining Boardwalk Financial Strategies, John gained experience providing guidance to high net worth individuals and families as a Senior Financial Planner at Balasa Dinverno Foltz LLC, a wealth management firm. John also had internships at Northwestern Mutual and Sandbox Industries, a venture capital firm in Chicago, prior to graduating college.

John was born in Amman, Jordan and grew up in the Middle East. He and his family moved to Illinois his senior year of high school, where he graduated from New Trier in 2012. He attended Carthage College in Kenosha, WI, graduating in May 2016 with All-College Honors. John majored in finance and earned minors in chemistry and Spanish. He was also actively involved at Carthage, serving as the student body President his senior year, leading several organizations, and competing on both the Basketball and Track and Field teams.

John earned his CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in June 2018, having passed the CFP® board exam in July 2017.

Outside of work John enjoys spending time with his family and friends. He loves the outdoors, sports, traveling, and reading. John and his wife Jen reside in Milwaukee.