Marjorie Beam

Marjorie Beam is a seasoned financial professional with extensive experience in financial planning, insurance, and business development. Currently serving as a Financial Planner and Retirement Specialist at Appreciation Financial since September 2020, Marjorie focuses on retirement planning, pension analysis, life insurance, annuities, and estate planning, including wills and trusts. Additionally, Marjorie operates as an Insurance and Financial Specialist and Business Owner at Insure-U since April 2020. Prior roles include Account Executive at Acentria Insurance, where Marjorie concentrated on marketing and business development, and Insurance Sales Producer at Allstate, specializing in property and casualty insurance. Marjorie's experience also includes a successful tenure as a Sales Representative at Progressive Insurance, consistently ranking in the top 5% of sales. Marjorie holds dual bachelor's degrees in Business Management with a focus on Marketing from the University of South Florida and the University of Phoenix.