Elizabeth P. Morris, CFP
She has been instrumental in growing the firm to where it is today. Over her career she has been responsible for operations, compliance and trading however her favorite role is working closely with clients. Her knowledge of client history and general feel for client needs is immeasurable. Beth enjoys traveling with her husband and spending quality time with her family. She is devoted to improving her community through her non-profit work and is an advocate of the benefits of youth mentoring and financial literacy. She also supports the local no-kill animal shelter in many ways, inclusive of being a board member.