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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Stacey McKinnon
COO, CMO & Wealth Advisor at Morton Wealth


Stacey McKinnon, CFP®, is the Chief Operating Officer, the Chief Marketing Officer and a Wealth Advisor at Morton Wealth, an RIA with over $2.5B in AUM and more than 50 employees. She is passionate about creating environments where employees and clients can thrive and has dedicated her professional career to spreading the message of positive leadership inside Morton Wealth and throughout the financial services industry. The “pursuit of being better” is her personal mantra and is the underlying theme of her papers, podcasts and public speaking engagements.

Agenda Sessions

  • From Transition to Transformation: How G2 Leaders are Re-Shaping Businesses and Brands