Kelly Morton

Ms. Kelly P.
Morton is a Vice President of Client Planning & Associate Partner at Intellectus Partners LLC.
She holds a number of responsibilities within the team related to financial planning, modeling financial returns and cash-flows, reviewing client portfolios, implementing asset allocation, interfacing with our Trust & Estate processes, designing customized reports, assessing investment opportunities and answering client inquiries.
Prior to joining Intellectus, Ms. Morton was an Analyst at Deutsche Asset & Wealth Management, where she spent five years.
Previously, she worked at leading international law firms in San Diego, where she provided paralegal support to patent and intellectual property litigation attorneys.
She received her BA degree in Political Science, Legal Studies from The California State University and her M.A.
in Business Communications from Schiller University in London.