Beth Jeter Hrubala established her own independent practice, Jeter Hrubala Wealth Strategies, after a successful 15-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 denotes 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. She offers a holistic approach to financial planning and incorporates various investments to meet client goals. She is passionate about her work and particularly enjoys educating, engaging, and empowering clients to help them achieve financial balance and success.
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 enjoys being involved in various community organizations throughout the Upstate of South Carolina, with a personal goal of improving lives through education.
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.