Beth Correll is a Financial Advisor with Raymond James. While focusing her business on her clients’ individual financial objectives, Beth believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Beth apart.
Beth is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Beth works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions. With the insight and industry knowledge that comes with over 25 years in the business, Beth provides clients the most suitable investment products and services for their specific financial needs, including retirement planning, estate planning, college planning and portfolio management.
A native of Indianapolis, Indiana, Beth graduated from Indiana University with a Bachelor of Science degree in Business. Beth holds the Certified Financial Planner™, CFP® and the Certified Divorce Financial Analyst®, CDFA®, designations. Prior to joining Raymond James in 2018, Beth worked for Noyes Group, LLC for 20 years. Beth is a member of the Finance Committee at the St. Vincent Hospital Foundation and the Investment Committee for the Archdiocese of Indianapolis and serves as a deacon at Second Presbyterian Church.
Beth and her husband, John, have 4 children, Johnna, Sierra, Abby, Ryan and 1 grandson, Ryland. In her free time, Beth enjoys reading, yoga and walking their maltese, Sophie.
Raymond James is not affiliated with the above organizations and/or charitable causes.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.