• Beth Jeter Hrubala, CFP®, CRPC®, CDFA®

    Financial Advisor

Beth Jeter Hrubala opened Jeter Hrubala Wealth Strategies and she 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 challenges.

Philosophy

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.

Education

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 Masters in International Business {MIBS/IMBA) program.

Community

Beth frequently gives speeches and presentations on a variety of financial and investing issues. She 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 as President of the Investment Advisory Committee for Wofford College and as a member of the CFP Board’s Commission on Sanctions and Fitness. Beth has also served as President of the Wofford Alumni Association and on the Boards 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.

Professional Achievements

Beth is proud of several recent achievements:

  • In 2022, Beth was named to the Forbes list of America’s Top Women Wealth Advisors Best-In-State.
  • In 2021 and 2022, Beth was named to the Forbes list of Best-In-State Wealth Advisors.
  • In 2020, Beth was named to the Forbes list of America’s Top Women Advisors.
  • In 2019, 2020, and 2021 she was named to the Working Mother magazine and SHOOK Research’s “Top Wealth Advisor Mom” list in the United States. The most recent list includes the top 500 wealth advisor mothers in the nation who have at least one child under the age of 21 living at home. In 2021, Hrubala was one of only two on the list from the state of South Carolina.
  • In 2017, 2018, 2019, 2020, and 2021 Beth was named a member of the Executive Council* for independent advisors affiliated with Raymond James. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
  • In 2016, she was the first female selected to serve on the Investment Advisory Committee for Wofford College’s Endowment. In 2019, she was selected to serve as the President of this Committee.

Personal Life

Beth is married to Mike Hrubala, who works at Milliken & Company. They have been married more than 25 years and have three children, Drew, Courtney, and David. Beth loves to travel and enjoys spending time with family and friends.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Forbes America’s Top Women Wealth Advisors Best in State (2022): Source: Forbes.com (February, 2022). The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and qualitative criteria, including: 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. Research Summary (As of February, 2022). 34,500 nominations were received, based on thresholds (9,850 women), 18,465 advisors were invited to complete the online survey. Throughout the research process, 13,549 advisors were interviewed by telephone, 2,610 advisors were interviewed in-person at the advisors’ locations and 1,203 were advisor web-based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com . SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes 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. Please visit here for more information.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Best-In-State Wealth Advisors (2022): The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and 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 34,925 nominations, more than 6,550 advisors received the award. 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/best-in-state-wealth-advisors for more info.

The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, 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. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. 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 Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.

2021 Top Wealth Advisor Moms: 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

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. Raymond James is not affiliated with Wofford College’s Endowment.

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