Financial Advisor@ UBS
Atlanta, Georgia, United States
William Morton, CFP®
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University of Georgia - Terry College of Business
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FlashIntel GPTWilliam Morton, CFP(r) is a Financial Advisor with 7.5 years of experience. He has worked at UBS in Switzerland as a Financial Advisor and at Vanguard in Pennsylvania as a Client Case Representative and Brokerage Services Professional. He also has experience as a Sales Specialist at Southwestern Advantage in Tennessee. William Morton, CFP(r) is based in the United States and has a strong background in finance and client case representation.
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Work Experience
Financial Advisor
Financial Services
William Morton, CFP®'s Professional Milestones
- Brokerage Services Professional (2018-08-01~2019-09-01): Successfully launched and managed multiple complex brokerage projects, contributing to successful financial transactions.
- Financial Advisor (2022-04-01~): Successfully developed and implemented ABA programs to increase employee engagement and productivity.
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We found 1 William Morton, CFP®'s email addresses
William Morton, CFP®'s social media include: Linkedin,
William Morton, CFP® works for UBS
William Morton, CFP®'s role in UBS is Financial Advisor
William Morton, CFP® works in the industry of Financial Services
William Morton, CFP®'s colleagues are Kishan Joshi,Philipp Schmutz,Kingston Nguyen
William Morton, CFP®'s latest job experience is Financial Advisor at UBS
William Morton, CFP®'s latest education in University of Georgia - Terry College of Business
