Strategic, personable, insightful. Join us for an engaging and compelling conversation with Jon Wingent, a knowledgeable wealth expert whose journey from the UK to Southern California led him to a transformative role at Morton Wealth.

When the COVID-19 pandemic hit the world, Jon’s career took a different path. His new role at Morton Wealth, and the entrepreneurial and emotionally intelligent culture that came with it, led him to obtain a new perspective on how he approaches finances. In this episode, Jon shares his insights on behavioral finance, market resilience, and some cultural contrasts between the UK and the US that have influenced his approach in this business. Whether you’re an investor, or curious about wealth management, John Wingent offers us a unique, insider’s perspective.

What unique investment strategies has Jon embraced at Morton Wealth, beyond traditional Wall Street methods? What surprising cultural lessons has Jon learned about the UK and US? Who is his favorite Spice Girl?

CLICK HERE for more information about Jon Wingent.

CLICK HERE for more information about Morton Wealth.

Listen to Jon's story here.