Beth Morgan, Sr. Financial Adviser, joined Ridge Capital Management with 32 years of
experience in wealth management. Her mission is to assist families and business
owners manage their financial assets, preserve wealth, and develop strategies for
creating legacies. She believes that 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 securities registrations, and insurance
designations, she began her career at Shearson Lehman Brothers (currently Morgan
Stanley). 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. She then
founded Family Business Wealth (LPL Financial) in 2002 where she practiced until
joining Ridge Capital.
Additionally, she earned the Certified Private Wealth Advisor (CPWA) in 2022.
Married to her husband Gregg, she is the proud mother of 3 sons and has been an
active member of her community through her church, sports, and PTA. Beth currently
serves as secretary on the Finance Committee at St. Catherine of Siena.
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