Joshua Morton

 

Joshua is a dedicated Financial Services Representative with a passion for helping individuals and families achieve financial security. Holding his Life, Accident, and Health Insurance license as well as his Series 7 securities license, he provides guidance in protection planning. As a Financial Services Representative, Joshua helps his clients with their financial objectives and protection needs. Whether that’s providing education and guidance in determining the right amount of insurance or helping them select the best solutions for their situation, he acts as a valuable resource—helping them build sound financial strategies to put them in the best position to attain their financial goals.

He earned his Finance degree from Eastern Connecticut State University. He grew up in East Lyme and still lives there today. In his free time, he enjoys working out at the gym and spending quality time with friends. Joshua is very close with his younger sister, and his motivation stems from a deep desire to help people feel more confident about their financial future.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT

 

Americans In The Workplace Study

This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!