Morton Brown Family Wealth LLC

Alison Ehret is a financial advisor with Morton Brown Family Wealth LLC, holding a Series 65 designation and beginning her industry career in 2024. Prior to joining Morton Brown, she worked at Citizens Bank and Raymond James & Associates, Inc., with earlier experience at Merrill. She is part of a seven-advisor team based in Allentown, PA. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates. The firm manages approximately $483 million through discretionary investment management and financial planning services, employing fundamental analysis and a diversified portfolio approach that includes equities, fixed income, mutual funds, ETFs, and selectively utilized private investment funds.

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® professional with 10 years of industry experience, currently serving as an advisor at Morton Brown Family Wealth LLC. 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 Forum for Ethics at DeSales University. Morton Brown Family Wealth LLC manages approximately $483 million for around 272 clients, including high-net-worth individuals, business entities, trusts, and estates. The firm employs fundamental analysis to construct diversified portfolios across equities, fixed income, mutual funds, and ETFs, often incorporating unaffiliated independent managers and less-liquid investment vehicles as appropriate.

Christian Guldin is an advisor at Morton Brown Family Wealth LLC with less than one year of industry experience. Prior to joining Morton Brown Family Wealth, he worked at RSM US LLP and has experience related to DeSales University and Pennridge High School. Morton Brown Family Wealth serves individual clients, including high-net-worth households, as well as business entities, trusts, and estates, managing approximately $483 million. The firm employs fundamental analysis across multiple asset classes and uses both internal and unaffiliated independent managers, with technology like the eMoney client portal to consolidate holdings.

Cody Demmel is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He has worked at Morton Brown Family Wealth LLC since 2020 and previously held roles at Janney Montgomery Scott, LLC, Morgan Stanley, and Morgan Stanley Private Bank. Demmel serves on the Board of Directors for the Lehigh Valley Zoo. Morton Brown Family Wealth serves individual clients, high-net-worth households, business entities, trusts, and estates, managing approximately $483 million for about 272 clients. The firm offers discretionary investment management and financial planning, typically using fundamental analysis to allocate assets across equities, fixed income, mutual funds, ETFs, and independent managers under supervisory oversight.

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.