Bob Morton III,

Bob works with clients to help them preserve and grow their wealth so they can feel confident about their financial future and focus on what matters most.

Prior to joining Lee Sipe & Associates, Bob was an advisor with Strategic Financial Associates, Mariner Wealth Advisors, and Cresset, where he worked with a broad range of clients, from early career professionals to ultra-high-net-worth family offices. He provided comprehensive financial planning and long-term, goals-based investment management. Bob also held positions with Voya Investment Management and MissionSquare Retirement (formerly ICMA-RC), advising institutional clients as well as state and local governments. Before entering the financial services industry, Bob served in the military during Operation Iraqi Freedom and was awarded both the Army Achievement Medal and the Army Commendation Medal.Bob earned a Master of Business Administration from the Georgia Institute of Technology and a Bachelor of Science in Environmental Science and Policy from the University of Maryland, College Park. He has remained actively involved with his alma mater, serving on the board of the University of Maryland Regional Alumni Networks in both Atlanta and Washington, D.C. Bob is also a Certified Investment Management Analyst^® and Certified Financial Planner^® professional.

Beyond traditional financial planning, Bob has a strong interest in the intersection of personal finance, health, and longevity. He enjoys researching how financial advisors can help clients not only retire successfully, but also live healthy, fulfilling lives. Outside of work, Bob enjoys Brazilian jiu-jitsu, strength and conditioning training, and exploring parks, museums, and restaurants throughout the Washington, D.C. area with his wife and three children.