Theresa Morrison, CFP® Beckett Collective, LLC

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.”

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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