history

Atticus Wealth Management was formed as a result of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc. Atticus originally opened in July 2014 inside the Magnolia Park Building on Birmingham's Southside. Since then, Atticus Wealth Management has been providing access to quality alternative investments, managed accounts and personalized investment advice.

Employing a concierge approach to investing, Atticus Wealth Management utilizes its management teams diverse experience to design and implement portfolios comprised of individual equities and alternative investments diligently built to lower portfolio volatility while seeking to generate positive returns. 

 
 

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We at Atticus know that finding the right wealth management firm is a choice not to be taken lightly. That's why we offer free consultations to walk you through your needs, the scope of your goals, and your current financial status.

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Partners

 

E. Carter Morris IV, AIF®

Chief Executive Officer & Chief Investment Officer

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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 was approached by Alan Watson of 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 

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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 junior in high school, 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, 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