With a commitment to transparency and integrity, Beth strives to cultivate a familial atmosphere with her clients, positioning herself as a trusted advisor during times of need. Specializing in assisting business owners and women in pursuing their objectives, she places a strong emphasis on strategic planning within her client interactions, refining and adapting strategies to align with evolving circumstances.
Prior to her tenure at Raymond James, Beth held esteemed positions including senior vice president at SunTrust Bank, vice president at Morgan Stanley Private Bank, financial advisor at Morgan Stanly and senior vice president and director of private banking at Gulfside Bank.
Originally hailing from Wooster, Ohio, Beth currently lives in Sarasota, Florida, with her daughter, Reagan. She has a Bachelor of Arts in business administration from Wittenberg University in Springfield, Ohio. Beth is one of the most influential student athletes in Wittenberg history after she earned 10 varsity letters in her career, four each in basketball and volleyball and two in lacrosse. She also earned her MBA from Georgia State University and holds Series 7, 63 and 65 securities licenses in addition to her CFP® certification.
Actively involved in the community, she serves as president-elect of CREW Sarasota Manatee and sits on the board of the Lakewood Ranch Business Alliance. Beth also contributes her experience as a member of the Finance Review Committee for Impact 100 SRQ and the Grantlink team.
In her leisure time, Beth indulges in activities such as tennis and pickleball, and is an avid enthusiast of college football.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.