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Jon Wingent Cfp®

Wealth Advisor at Morton Wealth

Jon Wingent, CFP® serves as a Wealth Advisor at Morton Wealth since March 2022, focusing on investment strategies and financial planning tailored to individuals, families, and business owners, with expertise in alternative investing strategies such as real estate and private equity. Previously, Jon held the position of Head of Investment Specialists at Schroders Personal Wealth from 2016 to 2021, where responsibilities included leading a national team of investment professionals and participating in investment committees for strategic and tactical asset allocations. Jon's earlier experience includes roles as Investment Director at Close Brothers Asset Management, Vice President at Merrill Lynch, and Associate Director at Barclays Wealth Management. Jon holds a Master of Science (MSc) in Information Systems from The University of Sheffield and a Bachelor of Arts (BA) degree from The Manchester Metropolitan University.

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