Broker Check

Cambridge Financial Partners

3300 Irvine Avenue,

Suite 385
Newport Beach, CA 92660
Beth Morrill*, RICP

Beth Morrill*, RICP

Financial Advisor/Investment Advisor Representative

www.bethmorrill.com

QUALIFICATIONS

  • FINRA Series 6, 63, and 66; Life and Health Insurance, including Annuities, Long Term Care, and Disability, RICP designation
  • CA Insurance License #0769095; TN Insurance License #871570

 EXPERIENCE

Elizabeth “Beth” Morrill, RICP® has been a Financial Services Professional since 1989. She started her career at Mass Mutual joining her mother as one of the first mother/daughter teams in the nation with that carrier. Her passion is building personal relationships with her clients that mirror her financial strategies, with the long-term in mind. Her ability to provide a high level of service to her clients has been noted often. She enjoys the relationships that she has built and continues to foster with her clients over the past 30 years.

 ACTIVITIES

In the past, Beth has been recognized for several outstanding achievement awards including Agent of the Year at the onset of her career. She has also qualified for MDRT, a well know premier association of financial professionals. Most recently, in 2016, she was recognized as the companies of OneAmerica's Individual Life and Financial Services Leading Producer – Retirement Services. 

 EDUCATION

 Oregon State University , Bachelor of Science 1982

 PERSONAL

Beth lives with her husband, Bill, in Spring Hill, TN and has 4 children and 5 grandchildren. She enjoys spending time with family and friends, hiking, camping, skiing, and traveling. She is active in her church.