Theresa Morrison, CFP® Beckett Collective, LLC
- Virtual, Tucson, AZ 85718
- (443) 254-3620
- gurerfn@orpxrggpbyyrpgvir.pbz
- http://beckettcollective.com/
About Theresa Morrison, CFP®
Georgetown University: Financial Planning
University of Arizona: Economics
University of Cape Town: Financial Management
Decades of financial experience and life lessons.
Seasoned, early-employee at startup merchant bank. Head of Treasury Corporate Lending. Developed interest rate swaps and derivatives. Led a unique corporate finance private equity capital raise. Did a stint in International tax structuring.
Founder of a national fine wine import/distribution company, and later sold.
Avid hiker. Painter of large scale mixed media. Author. Wine pro. Curious investigator of all-things “future.”
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen Y/Millennials
- Startup Founders
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $150+/mo
- Flat Fee: $2000+/engagement
- Assets Under Management: 0.80%
