Beth Jeter Hrubala opened Jeter Hrubala Wealth Strategies and affiliated with Raymond James in 2014, after a successful 14-year 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 Counselor℠ 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 expertise to navigate a divorce’s unique financial challenges.
Beth offers a very thoughtful and elegant 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 security, balance, and success. 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 and dreams.
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.
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 currently serves as President of the Wofford Alumni Association and President of the Investment Advisory Committee for Wofford College. She has also served 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.
Beth is proud of several recent achievements:
Beth is married to Mike Hrubala, who works at Milliken & Company. They have been married more than 23 years and have three children, Drew (21), Courtney (19), and David (17). Beth loves to travel and enjoys spending time with family and friends.
*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.
Data provided by SHOOKTM Research, LLC, as of 03/31/2019. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone 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 03/2019): 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. 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 an individual client’s 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 SHOOKresearch.com.
About Working Mother Media: Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change.
About SHOOK Research: As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements.
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.