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 advocates for youth by providing mentoring and financial literacy. She also supports the local no-kill animal shelter in many ways, including being a board member.