Kyle Morton |
Kyle Morton has worked with his father, Murray, since 1983. Kyle holds the designations of Life Underwriter Training Council Fellow
(LUTCF) which he earned after completing an arduous three-year curriculum covering detailed insurance and financial services topics.
Kyle is also a Certified Senior Advisor (CSA)—having completed a 17 part program on the study of senior and retirement issues, encompassing
not only financial matters but health, housing, Medicare and related issues. Kyle holds his Series 6 and 63 registrations, as well as being an
Investment Advisor Representative of InterSecurities, Inc.
Kyle, like his father, is a life long Fort Worth resident and a graduate of Baylor University. Kyle has spoken to investment advisor groups around
the state about the success of Morton Financial Services’ pre-retiree and retiree oriented senior financial services business.
"Juanell, I took my unique concepts I discovered in your program and implemented them into my own business. In doing so, my business
tripled! Just tell anyone that you‘re worth a million dollars and a lot more."
-Kyle Morton
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