Beth Morris



Wealth Coordinator

Beth Morris, Wealth Coordinator at Wealthquest

Beth graduated Magna Cum Laude from Northeastern Illinois University with a Bachelor of Arts degree in Economics. She spent several years working in the machine tool industry preparing project proposals for the sales force, until her husband’s career moved their family to several locations across the country. Once she returned to the Cincinnati area she provided accounting support for a local small business as well as a non-profit.  Since joining Wealthquest in 2015 as a Client Service Administrator, Beth has increased her knowledge and skills, earning her FPQP® designation in 2020 and advancing to the role of Wealth Coordinator in 2021.

Beth is married with three grown children. She enjoys travel, tennis, and biking. She is active in her church as a Deacon and Children and Youth volunteer.

< Back