Douglas R. Morton

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.

475 Half Day Road Suite 210 Lincolnshire, IL 60069
847.541.6888

Doug is a financial advisor in Savant’s Lincolnshire, IL office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Doug is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Doug has been involved in the financial services industry since 2001. He worked for Huber Financial Advisors from 2017 until it joined with Savant in 2020.

Doug earned a bachelor’s degree in economics from Hope College and a certificate in financial planning from DePaul University.

Doug lives in the suburbs of Chicago with his wife and children. In his spare time, he enjoys water skiing during the summer months, playing ice hockey during the winter months, and traveling with his family.


Education &
Designations

  • Hope College
    Bachelor’s in Economics
  • CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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