Bob Morton III, CIMA®Associate Wealth Advisor
How Bob Can Help You
Bob is a trusted advisor with a strategic view for the long term. He strives to preserve and grow clients’ legacies so they can have a financial peace of mind and focus on what matters most.
What Makes Bob Knowledgeable
Bob is an Associate Wealth Advisor who joined Berman Capital Advisors from Voya Investment Management in 2021. At Voya, he worked as a Regional Coordinator, helping advisors and committees implement Voya’s investment strategies and select funds for their clients’ portfolios. Bob began his career in investment management as an Investor Services Specialist at ICMA-RC, where he helped state and local government employees with their retirement plans. Bob holds a Bachelor of Science in Environmental Science & Policy from the University of Maryland and a Master of Business Administration from Georgia Tech. He obtained the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute after completing the required coursework at Yale University.
Getting to Know Bob
Bob and his wife, Danielle, live in Atlanta with their son. He is a military veteran and was awarded the Army Achievement Medal and Army Commendation Medal during Operation Iraqi Freedom. In his spare time, Bob enjoys fly fishing and drinking whiskey.