Kevin Rex

 Financial Mentor


Kevin CFP® is a Wealth Advisor and Partner at Morton Capital. To Kevin wealth means experiencing life with those you love: skiing down a mountain in Utah, playing in the waves of Santa Barbara, or sitting around the fire pit in my backyard telling stories and laughing. It means having the freedom to control your decisions and not have them be dictated by financial motivations, as well as the autonomy to be able to leave an impact on the world through service and generosity.

A fun fact that most people don’t know about Kevin: I am in Cornell’s oldest secret society, but shhhhh, don’t tell anyone. It’s a secret.