Beth Morgan of Family Business Wealth is a member of XPX Atlanta

Beth B Morgan

Financial Consultant

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... Cash flow projections are an important factor in deciding whether an exit will enable an owner to enjoy a successful retirement. This is where I may add value to the team + asset & risk management. Helping clients to be ready for what's next

Contact Method

beth.morgan@lpl.com, 770-926-9916

Profession

  • Insurance
  • Wealth Manager
  • Professional Certifications

    Functional Expertise

  • Capital markets
  • Cash management
  • Family business
  • Investments
  • Retirement
  • Strategic planning
  • Business Focus

    Families who own businesses and the business within families

    Transition Planning Certification

    Client Industries

  • Business Services
  • Software/Internet
  • Client Results

    Holistic planning with the goal of creating generational wealth & resiliency

    Membership

    Atlanta Individual

    Member Since

    Member for 1 Year

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Why I'm a Member of XPX

    To form productive and collaborative professional alliances