Morton Brown Family Wealth Employee Directory

Q: What is Morton Brown Family Wealth known for?

Morton Brown Family Wealth was founded in 2018. Morton Brown Family Wealth operates in the Financial Services industry.

Q: How many employees does Morton Brown Family Wealth have currently?

Morton Brown Family Wealth has approximately 8 employees.

Financial ServicesUnited States2-10 Employees

At Morton Brown Family Wealth, we believe financial planning is more than just numbers—it’s about the experience people have with money, relationships, and life.

As a Registered Investment Adviser, we provide a personalized, boutique wealth management experience designed for business leaders, executives, and families who value clarity, confidence, and connection in their financial journey.

Our Mission:
We are on a mission to revolutionize the way people plan and invest for the future. By transforming complexity, we empower clients to experience financial confidence reimagined. More than just advisors, we strive to be thought leaders, trusted partners, and catalysts for change in how financial advice is delivered.

At Morton Brown, we go beyond wealth management—we build relationships that inspire confidence and decisions that reflect what matters most to you.

Ready to experience Financial Confidence Reimagined™? Let’s talk.

📍 Headquartered in the Lehigh Valley, PA, proudly serving clients nationwide.

Find Morton Brown Family Wealth employees' phone numbers or email addresses

Morton Brown Family Wealth Global Highlights

North America
15

United States Of America
15

Morton Brown Family Wealth's Leadership

D. M.
Founder & Senior Wealth Advisor
Mobile Phone
Email
K. B.
Founder & Senior Wealth Advisor
Mobile Phone
Email
D. M.
Founder And Principal
Mobile Phone
Email
D. H.
Financial Advisor, Founder, Managing Member, Partn
Mobile Phone
Email
M. M.
Director Of Marketing And Community Outreach
Mobile Phone
Email
M. S.
Director Of Operations
Mobile Phone
Email
C. D.
Wealth Advisor
Mobile Phone
Email
J. D. K.
Financial Planning Strategist
Mobile Phone
Email

Contact profiles from Morton Brown Family Wealth

Name

Title

Contact Info

Location

Last Update

J. N.
Client Services Associate
Mobile Phone
Email
United StatesPennsylvania
Dec 18, 2025
A. E.
Associate Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Dec 18, 2025
C. V.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
K. Y.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Morton Brown Family Wealth known for?

Morton Brown Family Wealth was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 600 W. Hamilton St., Suite 510 Allentown, Pennsylvania 18101, US. Explore Morton Brown Family Wealth's company overview page for more information.

What is Morton Brown Family Wealth's most common email format?

Morton Brown Family Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Morton Brown Family Wealth email formats with LeadIQ.

How many employees does Morton Brown Family Wealth have currently?

Morton Brown Family Wealth has approximately 8 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Morton Brown Family Wealth's key employees and leadership?

As of December 2025, Morton Brown Family Wealth's key employees include:

Founder & Senior Wealth Advisor: D. M.
Founder & Senior Wealth Advisor: K. B.
Founder And Principal: D. M.
Financial Advisor, Founder, Managing Member, Partn: D. H.
Director Of Marketing And Community Outreach: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking