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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

Tammy Golden

Tammy Golden

Assistant to Founder and President

Laura S. Walters

Laura S. Walters

Customer Service Representative

Lee Ann Stubblefield

Lee Ann Stubblefield

Senior Disability Insurance Account Manager

Tres Townsend

Tres Townsend

Benefits Specialist

Steven Lee, REBC®️

Steven Lee, REBC®️

Employee Benefits Advisor

Cynthia J. Miller

Cynthia J. Miller

Disability Insurance Manager

Will Fisher

Will Fisher

Office Operations Intern

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