Bob Morton III, CFP®, CIMA®

Associate Director, Wealth Advisor

Bob is an Associate Director, Wealth Advisor with Cresset. In his role, Bob works with clients to preserve and grow their legacies so they can have financial reassurance and focus on what matters most.

Prior to joining Cresset, Bob was an Associate Wealth Advisor with Berman Capital Advisors. He has also held positions with Voya Investment Management and ICMA-RC. Before entering financial services, Bob served in the military and was awarded the Army Achievement Medal and Army Commendation Medal during Operation Iraqi Freedom.

Bob earned an MBA from Georgia Tech and a Bachelor of Science in Environmental Science and Policy from the University of Maryland. He is a Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER professional. Bob lives in DC with his wife and children.

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