"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"


Bill Morton

Bill Morton Manager

788 Shrewsbury Ave.
Suite 2239
Tinton Falls, NJ 07724
This email address is being protected from spambots. You need JavaScript enabled to view it.


William Morton has over 35 years of experience in the financial services industry. Through his roles as a partner at Tradex Brokerage Service and now as a manager at Lantern, he has developed the expertise necessary to provide clients with the highest level of service. In the Tinton Falls, NJ office, Mr. Morton is the head of trading. He earned his bachelor’s degree at Jersey City State College. Within his community, he is involved in the Elks Club as well as the Leukemia and Lymphoma Society. He is also a member of Sun Eagles Country Club in Eaton Town, New Jersey. Mr. Morton has been married for over 30 years and has a German Shepard named Millie.

* = Required field
Type your question or comment here:

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747

845 Third Avenue
Suite 1703
New York, New York 10022

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606


This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand