Meet the atticus team
E. Carter Morris IV, AIF®
Chief Executive Officer & Chief Investment Officer
In addition to carrying the designation of Accredited Investment Fiduciary®, Carter serves as Atticus Wealth Management’s Chief Executive Officer and Chief Investment Officer. He is a founding member of Atticus Wealth Management, which was formed as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc.
Carter received his Economics degree from Sewanee: The University of the South where he concentrated on corporate finance, investments, money and banking, dynamics of financial institutions, derivatives and alternative investments which he studied under Dr. Robert A. Ott, Jr., the former Director of Financial Strategies and Vice President of the Federal Home Loan Bank. While at Sewanee, Carter earned a spot on the Sewanee Fire Department and was a staff writer for the Sewanee Purple where he was the chief staff writer for the paper’s economics and investments section.
After graduating from Sewanee, Carter began his career at AXA Equitable where he designed and managed key employee benefit plans as well as individual and corporate retirement accounts. Carter took the skills he learned while at AXA to New England Securities where he served as Portfolio Manager for high-net-worth investment accounts as well as 401k Profit Sharing and Cash Balance Pension plans.
In 2011, Carter joined Wealth Designs, LLC to serve as Director of Capital Markets where he was responsible for trade execution and portfolio management. In 2014, Carter founded Atticus Asset Management with the goal of creating an elite private client wealth management firm.
Carter has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Education
Sewanee: The University of the South
Bachelor of Arts, Economics, 2009
Dartmouth College
Accelerated Language Program, French, 2004
Accreditations
Accredited Investment Fiduciary®
Activities & Affiliations
Homestar Financial Corporation Investment Committee, Chairman
Good Grit Magazine, Board Member
Doug Bartolf, CEP®
President, Senior Portfolio Manager, Director of Client Relations
Doug cofounded Atticus Wealth Management as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc. He currently serves as President. Before cofounding AWM, Doug was the founding member and Principal of Bartolf Wealth Advisors Inc.
Doug has more than 30 years of experience in the financial services industry. He previously worked for several large financial institutions including Fifth Third Bank, Bank One, Chemical Bank, and National Bank of Detroit (NBD). While at the bank, Doug spent four years exclusively handling trusts and estates. He then transitioned into an Investment and Client Relationship Manager, often a sales leader in Florida. Realizing that the large financial institutions did not always prioritize their client’s interests above their own, in 2004, Doug broke away to form Bartolf Wealth Advisors, Inc. Doug built BWA based on the belief that advisors should always have a fiduciary responsibility to their clients.
Doug obtained his Bachelor’s degree in Finance from Miami University in Ohio and recently obtained his Certified Estate Planner ™ designation. In addition to his professional life, Doug has served his community as Deacon and Elder in the Presbyterian Church, started endowment funds at two churches, taught the Dave Ramsey “Financial Peace University” course, and served as a Board Member and mentor at the Dwyer High School’s Academy of Finance in Palm Beach Gardens, Florida. Additionally, Doug speaks to high school students, instructing them on how to achieve success in life while giving them the skills to learn how to handle life’s failures. Outside of his community involvement, Doug underwrote a local author in the writing of the book, “Welcome to the Big Leagues, Every Man’s Journey to Significance” and, is in the process of writing his own book.
Doug, his wife, Diana, and their son, Luke, a student at Palm Beach Atlantic University, reside in Castle Rock, Colorado. In his spare time, Doug enjoys traveling, hiking, cycling, running, and tasting local craft beer.
Education
Miami University in Ohio
Bachelor of Science, Finance
Accreditations
Certified Estate Planner ™
Activities & Affiliations
Financial Peace University, Leader
Academy of Finance Board of Directors, Former Board Member
Colin Arnold, CFP®
Chief Financial Officer, Chief Financial Planner, Director of Client Relations
Colin cofounded Atticus Wealth Management as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc. He currently serves as the Chief Financial Officer and Director of Financial Planning. Prior to cofounding AWM, Colin served as an associate at Bartolf Wealth Advisors, Inc. from September 2012 until June 2018. While at BWA, Colin’s roles included monitoring client portfolios, making investment recommendations, conducting comprehensive financial plans and reviewing client’s corporate benefits.
Colin has more than seven years of experience working directly with clients. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in September 2016. According to the CFP Board, Colin is currently among the youngest 25% to achieve the designation and was among the youngest 5% when he initially obtained his CFP®. Before joining BWA, Colin worked at Integrated Wealth Management as Director of Client Services for two years.
Colin obtained his Bachelor’s of Business Administration from the University of Central Florida in May 2009. While attending UCF, he played baseball and was an All-Conference academic and athletic award recipient. Community service is an important aspect of Colin’s life as he serves on the Finance, Endowment, and Stewardship Committees at First Presbyterian Church in North Palm Beach. He also serves as a Board Member of Creator’s Game Ministries.
Colin was born and raised in Palm Beach Gardens, Florida. He still resides in Palm Beach Gardens with his wife, Amanda, their first child, Colton James Arnold, and their Golden Doodle, Tally.
ACCREDITATIONS
Certified Financial Planner ™
Activities & Affiliations
First Presbyterian Church Finance, Endowment, and Stewardship Committee, Member
Creator's Game Ministries, Board Member
Education
University of Central Florida
Bachelor of Science, Business Administration, 2009
robert goggin
Senior investment advisor
Seventeen years in personal trust has given Bob intimate knowledge and expertise across the breadth of trust planning, administration and investing. He is an active participant in designing and implementing strategies to address the full scope of family and business issues around estate planning, tax considerations, and the facilitation of wealth transfer from one generation to the next.
Bob is an academic at heart and employs a professorial approach to his business and client relationships. A History major with degrees from Emory University, University of Georgia and Rice University, Bob started in the business with Merrill Lynch, was a Trust Officer with SunTrust for seventeen years before launching his own RIA and ultimately merging into Atticus Wealth in 2018.
Bob and his wife Iris live in Atlanta, which is also home to their adult son Brendan. Bob is a faithful and active member of his parish and a volunteer for Meals on Wheels.
Activities & Affiliations
Education
Emory University
Bachelor of Arts, History, 1977
University of Georgia
Master of Arts, History, 1981
Rice University
Master of Arts, History, 198
robert adam kokol, CFP ®, AEP ®, MBA
Senior investment advisor
Bob brings more than 35 years of experience in financial services. He has a solid background in commercial banking, trust, and investments. Bob held the Florida Supreme Court certification in mediation for family law, working numerous cases. He also had multiple designations in divorce, estate, and financial planning.
For the past decade, Bob has had extensive involvement in Florida divorce cases; however, since joining Atticus, Bob has decided to focus 100% of his time on asset management. He is no longer accepting new divorce cases.
Bob's approach to asset management is a "plain vanilla" approach. He spends his time educating his clients so they are comfortable with his approach. Bob's clients are oftentimes approaching or in retirement, so generation of monthly cash flow for living expenses is integral to the planning process.
Accreditations
Certified Financial Planner ™
Activities & Affiliations
Toe River Arts Council, Vice President of Finance
Education
Colgate University
Bachelor of Arts, Business Administration, 1983
University of Miami
Master of Business Administration, 1990
Stephan Zehner, CFP ®
Partner
Stephan joined Atticus Wealth Management in January of 2021. Before joining Atticus, Stephan worked as Financial Planner for Castle Wealth Management.
As a Certified Financial Planner™, Stephan assesses client needs through comprehensive financial planning and implementing strategies to achieve client goals. He works with clients to prepare financial plans, retirement plans, investment management, college saving, cash flow analysis, and insurance reviews. Stephan also assists with portfolio management and is a member of Atticus Wealth Management's Investment Committee.
After playing rugby through high school and college, Stephan now serves as an assistant coach for the Boynton Beach U19 rugby club.
Stephan resides in Boynton Beach with his wife, Melanie, and their son, Holden.
Accreditations
Certified Financial Planner ™
Activities & Affiliations
Education
University of Central Florida
Bachelor of Science, Business Administration, 2015