STACEY McKINNON
Chief Operating Officer; Chief Marketing Officer
Morton Wealth
Stacey McKinnon is the chief operating officer, chief marketing officer, partner, and McKinnon advisor at Morton Wealth in Calabasas. Over the past year, Morton Wealth has seen unprecedented growth, with McKinnon playing a pivotal role in that growth through her leadership, coaching and marketing strategy.
McKinnon meets one-on-one with dozens of Morton team members to ensure they have the tools for success, are fulfilled in their careers, and are doing the activities that both benefit the company and their personal careers. McKinnon has actively supported and led initiatives within Morton, such as its new “Modearn” offering that gives more access to financial advisors for people growing their wealth. She is also an advocate for the company’s “Herself” community, which hosts events and educational webinars designed to support women who are seeking more knowledge in a safe and empowering environment.
Outside of her leadership at Morton Wealth, McKinnon remains an advocate in financial services, coaching for the G2 Leadership Institute, which is a two-year MBAstyle program that guides and prepares young professionals to lead advisory firms.
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