Beth Morrill*, RICP
Financial Advisor/Investment Advisor Representative
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-known, premier association of financial professionals. Most recently, in 2016, she was recognized by the companies of OneAmerica as the 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.