Beth Morgan is founder of Family Business Wealth . Their mission is to assist Atlanta families and business owners manage their financial assets, preserve wealth, and develop strategies for creating legacies. This allows clients to see the big picture, understand their current and future needs, and move confidently on their journey toward financial independence.
A Financial Consultant since 1992, Beth has advised clients and managed money in a variety of market conditions. After obtaining her series 7, 63, 65, 24 (currently held with LPL Financial), and insurance designations she began her career at Shearson Lehman Brothers (currently Smith Barney). She was educated in an environment whose primary focus was that of an advisory and consulting discipline, utilizing the skills of individual institutional managers.
In 1997, Beth joined Wachovia Securities. This move gave her the opportunity to expand her understanding of the financial world with regard to banking. An independent financial consultant with LPL Financial since 2002, Beth now has more than 27 years of asset management experience in this industry.
As a parent of three college athletes and an active member of her community, Beth currently serves on the Finance Committee at St. Catherine of Siena. She also served on the Board of the Etowah Touchdown Club for several years and held various positions in PTSA.
Beth is certified to do business in: AR, CA, FL, GA, MI, NC, OH, PA, & TX.