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Our Team

William H. Morris, Jr., CLU, ChFC

William H. Morris, Jr., CLU, ChFC

Founder & President

S. Scott Bates, Sr.

S. Scott Bates, Sr.

Principal

Christopher M. Walters

Christopher M. Walters

Principal

Steven Lee, REBC®️

Steven Lee, REBC®️

Principal

Julie J. Thompson, CPA*

Julie J. Thompson, CPA*

Chief Financial Officer

Caldwell Hughes

Caldwell Hughes

Financial Advisor

Amanda Lee Land

Amanda Lee Land

Executive Assistant to William H. Morris, Jr.

Laura S. Walters

Laura S. Walters

Customer Service Representative

Lee Ann Stubblefield

Lee Ann Stubblefield

Senior Disability Insurance Account Manager

Cynthia J. Miller

Cynthia J. Miller

Disability Insurance Manager

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