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 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 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 aspirations.
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 particularly believes in, and enjoys, making an impact through education. 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 just celebrated his 25th year working with Milliken & Company. They have been married more than 24 years and have three children, Drew (21), Courtney (20), and David (18). 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™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About Forbes ranking of Top Women Wealth Advisors
The Forbes ranking of America’s Top Women 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’ 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. Out of approximately 32,000 nominations, more than 1,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. 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 Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
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.