Erie, PA — David Zimmer, President of ERIEBANK, is pleased to announce the promotion of Larry Morton to Senior Vice President, Wealth Advisor. In this capacity, Mr. Morton will be responsible for the development of relationships and comprehensive financial planning for individual and corporate clients.
"Larry’s technical expertise has been a tremendous asset to ERIEBANK Investment Advisors. His dynamic background offers our clients a level of knowledge and trust that we value in financial planning, and we are fortunate to have him to lead this team," said Mr. Zimmer.
Mr. Morton began his career in the financial services industry in 1997 and joined the ERIEBANK team in 2012. In his new role, he is responsible for the oversight of retirement planning services and acts as team lead for financial planning initiatives throughout the Bank’s footprint. Mr. Morton also works to promote ERIEBANK Investment Advisors as a local leader and comprehensive provider of retirement plan services.
Originally from North East, Pennsylvania, Mr. Morton is a graduate of North East High School. He went on to receive a Bachelor of Arts degree in Finance from Gannon University, and a Master of Business Administration from the University of Phoenix. Mr. Morton is a Chartered Mutual Fund Counselor and holds Series 4, 7, 8, 63, and 65 licenses as well as Securities and PA Life and Health Insurance Licenses.