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.”

Contact this advisor

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

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