Anne L. Beckwith Advisor Support
Anne joined Morton Wealth Management in 2014 after leaving management, human resources and training in the retail sector. She holds a Bachelor of Science degree in Finance from the University of North Carolina, Greensboro and is pursuing a Certified Financial Planner designation. She is currently working on gaining a deeper knowledge of the portfolio management and financial planning aspects of the firm.
Anne grew up in Lowell, Massachusetts but recently bought her first home in Greensboro, North Carolina. She believes this means she intends to stay awhile. While working with clients is her first priority, she also enjoys travelling the world, fostering rabbits, reading, volunteering and spending time with her boyfriend, dog, cats and rabbit. She is an active member of the Junior League of Greensboro.