CFP®
Financial Advisor / Member Owner
I enjoy being part of an energetic team that helps individuals and families by providing honest and objective advice. I treat each client as an extension of my own family by giving them the attention they deserve and building a great relationship over time.
Douglas “Doug” Morton serves as a financial advisor in our Lincolnshire, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, he helps individuals and families navigate many aspects of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Doug began his career in financial services in 2001 and joined Savant in 2020 following Huber Financial Advisors’ transition to Savant. He earned a bachelor’s degree in economics from Hope College in Holland, Michigan, and a certificate in financial planning from DePaul University in Chicago.
Based in the Chicago suburbs, Doug enjoys water skiing in the summer, playing ice hockey in the winter, and traveling with his wife and children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.