Trevor Morton, CWS®

Trevor joined D.A. Davidson in May of 2021 after a nine year career in the oil and gas industry. He graduated with honors from Montana Technological University, in Butte, Montana, with a Bachelor of Science Degree in Petroleum Engineering and a minor in Mathematics. He made a career change after realizing most people could use the same financial health balance in their life that he was looking for. His passion is developing recurring wealth planning engagements with his client to ensure they balance current financial fun with preparation for future financial goals. Trevor is currently working toward further certifications, in order to better serve his client. Trevor lives in Hamilton with his wife, Dayna, two high energy boys, Otto and Palmer, and a precious new girl, Murphy.