• The Wisdom of We.®
    • Honor the Invitation.℠
    • Confirm Your Conviction.℠
    • Design With the End in Mind.℠
  • Capabilities
    • Life Insurance
      • Underwriting Advantage
      • Insurance Audits
    • Executive Benefits
      • Finding the right plan
  • Leadership
    • Partners
    • Team Members
  • M Financial
  • What’s New
  • Blog
  • Careers
  • Contact

Leadership

Partners

Don_Morris-486 (website 580x750)

Donald E. Morris, Jr. CLU®

Daphne_Boyle-Headshot (website 580x750)

Daphne Boyle, CLTC®, CEPA®

Team Members

Brook George

Case Designer

Kevin Leung

Account Manager

Scott Lippstreu

Lead Case Designer

Liz McFeeters

Account Manager

Sabiha Rahman Profile Picture

Sabiha Rahman

Administrative Assistant

Melanie Richards

Operations Manager

Nicole Thomas

Client Service Account Manager and Compliance Manager

Angelica Wilson

Director of Underwriting

Roseanna Zagha, CLU®, FLMI®

Director of Operations

Back To Top
  • Alera Group Logo

  • Morris & Boyle, an Alera Insurance Agency, LLC and its representatives are presently licensed to sell traditional life insurance in AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IA, LA, MD, MN, MS, MT, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services. Variable life and annuity products may be sold in AK, AZ, AR, CA, CO, CT, DE, DC, FL, IL, LA, MN, NV, NJ, NY, NC, ND, OH, OR, PA, RI, SD, TX, UT, VA, WA, WV. Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer Member FINRA/SIPC.

    Morris & Boyle, an Alera Insurance Agency, LLC is independently owned and operated. CA Insurance License #6004634. 2021

    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

  • Privacy Policy Link

    Morris & Boyle, an Alera Insurance Agency, LLC