Laura Morrill

Laura Morrill is the Operations Manager at Safe Harbor Wealth Management and has been a valued member since joining in April 2005. Prior to that, she held licenses in auto and property and casualty insurance, and she served as office manager at an independent insurance agency.

With extensive experience, Laura oversees daily operations and supports a wide range of business functions including client onboarding and services. She oversees processes related to new account applications, as well as the management of contributions and distributions, scheduling and marketing. She works closely with Chad to ensure smooth operations and compliance regulatory adherence.

Laura’s attention to detail and commitment to operational excellence help ensure the company’s continued efficiency and client satisfaction.

A lifelong New Jersey resident, Laura lives in Ocean County with her husband of 37 years. She has two wonderful daughters and enjoys time with family, photography and travel.