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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

Susan C. Harrison, CLU

Susan C. Harrison, CLU

Principal

Julie J. Thompson, CPA*

Julie J. Thompson, CPA*

Chief Financial Officer

Caldwell Hughes

Caldwell Hughes

Financial Advisor

Jack Nowell

Jack Nowell

Agent

Daniel L. Singletary, J.D.**

Daniel L. Singletary, J.D.**

Agent

Gwenyth McDonough

Gwenyth McDonough

Executive Assistant to CEO

Laura S. Walters

Laura S. Walters

Customer Service Representative

Lee Ann Stubblefield

Lee Ann Stubblefield

Senior Disability Insurance Account Manager

Danielle Milam

Danielle Milam

Disability Insurance Account Manager

Tres Townsend

Tres Townsend

Benefits Specialist

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