Financial Advisor
Beth Jeter Hrubala opened Jeter Hrubala Wealth Strategies and affiliated with Raymond James in 2014, after a successful career with Merrill Lynch and Morgan Stanley. Beth is a Financial Advisor and Certified Financial Planner™ professional, which means she has completed and passed the rigorous coursework and the CFP® Certification Exam, and she has met the experience and ethical requirements of the CFP® Board. Beth also holds the Chartered Retirement Planning CounselorSM designation, which involves specialized training in pre- and post- retirement needs and the entire retirement planning process. Additionally, Beth is a Certified Divorce Financial Analyst® professional, possessing specialized education and knowledge to navigate a divorce’s unique financial challenge
Beth offers a very thoughtful and well-designed approach to financial planning, portfolio construction, financial coaching, and investment management. She is passionate about her work and particularly enjoys educating and empowering clients to help them achieve financial confidence, balance, success, and significance. Beth’s mission is to make a positive difference in clients’ lives by becoming a partner in their financial well-being and becoming their most valuable resource in pursuing their financial goals.
Beth is a Phi Beta Kappa and summa cum laude graduate of Wofford College with a B.A. degree in Business/Economics and French. She also graduated in the top of her class from the University of South Carolina's nationally recognized Master in International Business (MIBS/IMBA) program.
Beth frequently gives speeches and presentations on a variety of financial and investing issues. She recently spoke on the local National Public Radio (NPR) broadcast’s, South Carolina Business Review, about financial challenges faced by women, year-end tax strategies, and investing in election years.
Beth has also written articles for and been quoted in various publications, including GSA Business, Spartanburg Herald Journal, Greenville and Columbia Business Magazines, Think Advisor Magazine, Research Magazine, and The Hometown-News.
Beth is involved in various non-profit organizations and is committed to making a positive difference in her community. She particularly believes in, and enjoys, making an impact through education. She currently serves on the Investment Advisory Committee for the Spartanburg County Foundation and on the Women United Advisory Board for the United Way of the Piedmont. Beth has also served as President of the Wofford Alumni Association, President of the Investment Advisory Committee for Wofford College’s Endowment, and as a member of the CFP Board’s Commission on Sanctions and Fitness. In addition, she has been a member of the board for the Arts Partnership at the Chapman Cultural Center, Women Giving for Spartanburg, Girls on the Run of Spartanburg, Ellen Hines Smith Girls’ Home, Piedmont Area Girl Scouts, the International Center of the Upstate, and Wofford College Terrier Club.
Beth is proud of several recent achievements:
Beth and her husband, Mike, have three adult children, Drew, Courtney, and David. She is also dog mom to the family pup, Ryder. Beth loves attending sports events, spending time with family and friends, listening to podcasts about business and finance, and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Forbes Top Best-In-State Women Wealth Advisors: The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.
Forbes Best-In-State Wealth Management Teams: The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please
see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Top Wealth Advisor Mom (2021): SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. Research Summary (as of 3/31/2020): from a total universe of 300,000 advisors, based on our thresholds we received 32,350 nominations, of which approximately 20% (6,600) were women and less than a quarter (1,238) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Data as of 3/31/2019. From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.shookresearch.com
Leader’s Council Membership: 2023 membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
The 2023 AdvisorHub 50 Women Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 50 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Executive Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating. This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients' experience.
About Raymond James:
Raymond James Financial, Inc. (NYSE: RJF), is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity, and client- first service. The company has approximately 8,700 financial advisors. Total client assets are approximately $1.26 trillion as of 9/30/2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Raymond James is not affiliated with the above organizations and/or charitable causes.
