Morton Brown Family Wealth LLC

Kathryn Brown is a CFP® and ChFC® with 23 years of experience in financial advising. She has worked at Morton Brown Family Wealth LLC since 2018 and previously held roles at ConnCannon Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. She serves on the boards of the Allentown Chamber of Commerce, Valley Youth House, and the Lehigh Valley Community Foundation. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates. The firm manages discretionary portfolios using a mix of individual equities, fixed income, mutual funds, and ETFs, combining fundamental analysis with both long- and short-term strategies, and offers financial planning and consulting services supported by technology platforms like eMoney.

Julia Naccarato is a financial advisor at Morton Brown Family Wealth LLC with one year of industry experience. She holds a Series 65 designation and previously worked at A Better Way Financial, LLC, MCR Labs Pennsylvania, LLC, and Godshall's Landscaping. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million across about 259 client relationships. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing a range of investment strategies and technology platforms to support client needs.

Jonathan Kerstetter is a CFP® and holds a Series 66 license with ten years of industry experience. He is currently with Morton Brown Family Wealth LLC, where he has worked since 2022. His prior experience includes roles at Commonwealth Financial Network, CETERA Advisor Networks LLC, Vicus Capital, Inc., Great Scott Financial Services, and PNC. He serves on the Board of Directors for the DeSales University Forum for Ethics. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates. The firm manages approximately $399 million across about 259 client relationships, offering discretionary portfolio management, financial planning, and consulting services with an investment approach that includes fundamental analysis and a combination of long- and short-term strategies.

Cody Demmel is a CFP® with 11 years of industry experience, currently serving as an advisor at Morton Brown Family Wealth LLC since 2020. His previous roles include positions at Janney Montgomery Scott, LLC and Morgan Stanley, where he worked from 2015 to 2019. He serves on the Board of Directors for the Lehigh Valley Zoo. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million across about 259 client relationships. The firm provides discretionary portfolio management and financial planning services, utilizing fundamental analysis and a mix of long- and short-term strategies, while leveraging technology such as the eMoney platform for client reporting and planning.

Dennis Morton Jr. is a CFP® and ChFC® with 20 years of industry experience. He is currently a principal at Morton Brown Family Wealth LLC, where he has worked since 2018. Prior to this, he held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Corbenic Partners, LLC. Outside of his advisory role, Morton serves as Board President of the Minsi Trails Council, a youth services organization, and is involved with the Lehigh Valley Community Foundation and St. Thomas More Parish Council. Morton Brown Family Wealth LLC serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $399 million. The firm offers discretionary portfolio management and financial planning, employing fundamental analysis with both long- and short-term strategies, and provides clients access to the eMoney platform for consolidated reporting and planning.