G. Brent Morton in

G. Brent Morton

Inquirer · DISC type cd
Chief of Staff at Level Four Group
📍 Dallas, Texas, United States

G. Brent Morton is the Chief of Staff at Level Four Group, previously serving as the firms COO and CFO. He has extensive experience in leadership roles with Fortune 100 companies and holds an MBA from The University of Dallas. He is also an Accredited Investment Fiduciary Analyst (AIFA®).

Beyond his corporate roles, Brent is an avid outdoor grilling and wine connoisseur. This suggests a passion for food, hospitality, and spending time outdoors, likely entertaining friends and family.

He has created and implemented the franchise model for Level Four offices, showcasing his entrepreneurial and strategic planning skills.

Read the full overview →
Experience
29 Years
Current Role
Chief of Staff
Location
Dallas, Texas, United States
Personality Overview

How G. shows up

Hard To Convince
ROI Conscious
Demanding

They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics G. cares about

Fiduciary Responsibility
As an Accredited Investment Fiduciary Analyst (AIFA®), he has a legal responsibility to act in the best interests of his clients, a core professional value.
Retirement Planning
He actively posts advice about retirement account contributions, indicating a focus on long-term financial security for clients.
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Career

Work history

6-2025
Chief of Staff
Level Four Group
12-2015
Private Client Wealth Advisor
Level Four Group
10-2020 - 6-2025
Chief Operating Officer
Level Four Group
11-2014 - 10-2020
CFO/COO
Level Four Group
7-2013 - 11-2014
Senior Wealth Manager, Accredited Investment Fiduciary Analyst(AIFA®)
Morton Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1984 - 1986
MBA
The University of Dallas
1977 - 1981
Bachelor of Business Administration (B.B.A.)
The University of Texas at Austin
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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