About Us

Covington, KY

Over 44 years later... 

While our headquarters remain in Covington, we have expanded nationwide. 

Our company was founded in 1969 by Sherrill Morgan as Sherrill D. Morgan & Associates, Inc. and originally specialized in estate planning.  As greater emphasis was placed on employee benefits by the business owners, SHERRILL MORGAN evolved to serve our clients on a consultant basis for employee benefits. 

We are a privately held corporation with a credit rating of A+. Our retention rates for employees and clients alike are above the industry average. Our average employee and client have each been with SHERRILL MORGAN more than five years.

SHERRILL MORGAN is unique in placing emphasis on creating strategic plans that help our clients plan for the future of their benefits programs.  At SHERRILL MORGAN, we firmly believe that employers must be proactive in managing their benefits programs. Rather than  switching carriers in order to get a “new business rate,” we prefer to take measures that will make programs sound for years to come.

We are innovators in our industry and it has led to our consistent growth and success year after year.