Tim Morton

President – Westland Financial Services, Inc.
 

With over 40 years of experience in the financial services industry, Tim Morton is a trusted leader in advanced estate planning, business succession planning, and retirement strategies. As President of Westland Financial Services, Inc., Tim specializes in providing top-tier support to our clients, helping them navigate complex protection strategies involving life insurance, long-term care, and disability income insurance.

Tim is known for his hands-on approach, partnering directly with our clients to deliver customized financial solutions that meet our clients’ evolving needs. With the support of a highly skilled team, Tim ensures that no case is too big, too complex, or too small—each client receives the expertise and attention they deserve. 

Industry Leadership

Before joining Westland in 2007, Tim served as CEO of JMC Financial Corporation for 12 years, leading a full-service FINRA broker-dealer with over 600 advisors supporting banks and credit unions. His financial career began in 1982 at Private Ledger (now LPL Financial), where he developed a deep understanding of investment management and financial planning.

Tim holds Life, Disability, and Long-Term Care Insurance licenses, along with FINRA Series 7 and 24 licenses.

Contact Our Insurance Desk
Email: Insurance@PetroPensions.com