About Us

J. Carlton Morse, II, CFP^®, CIMA^®

Managing Partner

Carlton Morse is a dedicated Financial Advisor and an independent business owner who believes objective advice and meaningful, personal relationships are the foundation of a successful advisory experience. As the Managing Partner of Morse Wealth Management, a father-son team, Carlton serves as our clients' main point of contact for investment planning and asset management services. He understands every family's financial objectives are different and pays careful attention to your unique goals and aspirations. Through intelligent strategies and diligent planning, Carlton will customize your portfolio to responsibly address the financial life you desire.

• Began his career as a Financial Advisor with Merrill Lynch in 1992, where he earned the designations of Senior Financial Consultant and Certified Financial Manager.
• Moved to Morgan Stanley Smith Barney in 1998, subsequently becoming Vice President – Wealth Management and attaining the Financial Planning Specialist title.
• Certified Financial Planner^™ professional.
• Certified Investment Management Analyst^SM.
• Holds his Series 7, 24, 63 and 65 securities registrations, and California insurance license number 0B16353.
• Earned a bachelor's degree in Political Science from the University of California, Los Angeles (UCLA) with a minor in International Relations.
• Earned a Certificate in Financial Planning from San Diego State University Graduate School of Business.
• Completed the IMCA Certified Investment Management Analyst Program at the Haas Graduate School of Business, University of California, Berkeley.
• Active in his community as a Board Member for the Mission Trails Regional Park Foundation (Mtrp.org), and Board of Directors for the San Diego Crusader Soccer Club(CSC San Diego).
• Enjoys spending family time with his wife, and their son.