Firm News: Firm News

Dennis Morton and Katie Brown - Lehigh Valley Community Foundation

Morton Brown Family Wealth Recognized by Lehigh Valley Community Foundation for Facilitating Philanthropic Giving

June 3, 2026

Kathryn Brown and Dennis Morton, Co-Founders and Senior Wealth Managers of Morton Brown Family Wealth, were recognized by the Lehigh Valley Community Foundation in its April 2026 Advisor Connection newsletter as part of the organization’s newly launched Professional Advisor Recognition Society (PARS). The initiative was created to honor attorneys, accountants, financial planners, and wealth managers […]

Dennis Morton Participates in Leadership and Growth Discussions at RIA Edge Nashville

May 29, 2026

Dennis Morton, Founder and Senior Wealth Advisor at Morton Brown Family Wealth, recently participated in industry discussions at RIA Edge Nashville, a national conference focused on the future of independent wealth management firms. The event brought together advisory firm leaders from across the country to explore topics including leadership, firm growth, technology, operations, and client […]

Morton Brown Family Wealth Who's Who in Business 2026

Morton Brown Recognized Again on Who’s Who in Business List for 2026

April 16, 2026

Morton Brown Family Wealth has been named to Lehigh Valley Style’s 2026 Who’s Who in Business list, earning recognition for the fifth consecutive year. The firm was again included in the Financial Planner category, reflecting continued visibility and trust within the Lehigh Valley business community. The Who’s Who in Business list highlights organizations and professionals […]

Dennis Morton Featured in InvestmentNews on Leadership, Purpose, and the Future of Advice

February 25, 2026

Morton Brown Family Wealth Co-Founder and Senior Wealth Advisor Dennis Morton was featured in a recent InvestmentNews profile examining how military leadership, discipline, and clarity of mission continue to shape his approach to financial advice. In From the Front Lines to the Front Office: Bronze Star Veteran Shares Practice Wisdom, Morton reflects on how his […]

Dennis Morton Featured on Diamond Podcast for Financial Advisors

February 12, 2026

Dennis Morton was recently featured as a guest on the Diamond Podcast for Financial Advisors, hosted by Jason Diamond. In the episode, Building for Continuity: Leadership Lessons from the Battlefield to the Firm, Dennis shares reflections from his unconventional career path, including his time as a U.S. Army officer, and how those early leadership experiences […]

Dennis Morton Featured on the Michael Kitces Podcast

January 12, 2026

Morton Brown Family Wealth is proud to share that Dennis Morton, Co-Founder and Senior Wealth Advisor, was recently featured as a guest on the Financial Advisor Success podcast with Michael Kitces, one of the most respected voices in the financial advisory industry. In the episode, Dennis joins Michael for an in-depth conversation about leadership, firm […]

Cody Demmel - Morton Brown Family Wealth

Cody Demmel Joins Lehigh Valley Zoo Board of Directors

November 19, 2025

Cody Demmel, a Wealth Advisor with Morton Brown Family Wealth, was recently appointed to the Board of Directors for the Lehigh Valley Zoo. The Lehigh Valley Zoo plays a central role in conservation education and community engagement across the region. In his new position, Cody will support the Zoo’s ongoing efforts to promote wildlife conservation, […]

Dennis Morton Returns to Calvert Hall for Military Appreciation Day

November 11, 2025

This Veterans Day offered a meaningful homecoming for Morton Brown Co-Founder Dennis Morton. More than 30 years after graduating from Calvert Hall College High School in Baltimore, Dennis returned as the featured speaker for the school’s Military Appreciation Day assembly, a moment that brought his journey of service and leadership full circle. Dozens of veterans […]

Morton Brown Celebrates Alison Ehret’s Promotion to Associate Wealth Advisor

November 5, 2025

Morton Brown Family Wealth is pleased to announce that Alison Ehret has been promoted to Associate Wealth Advisor. Ali joined the firm in 2024, as a Client Service Associate. From day one, she has brought curiosity, initiative, and a thoughtful perspective to the way she partners with both clients and colleagues. Her transition into the […]

Katie Brown of Morton Brown Family Wealth at Pennylsvania RIA Conference

Katie Brown Invited to Speak at Pennsylvania RIA Summit

November 4, 2025

Kathryn Brown, Co-Founder and Senior Wealth Advisor, recently participated in the Pennsylvania RIA Summit, hosted by Portfolio Summits at The Notary Hotel in Philadelphia. Katie joined a distinguished panel of industry peers for a discussion on “Integration of Technology and Practice Management for Advisor Success.” The panel explored how technology can enhance firm operations and […]

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