• Becca Mathis, CFP®

    Senior Financial Advisor

Financial planning has always been a part of Becca’s life. As a child, she remembers searching store catalogs, calculating how long she would need to save before she could make a purchase from her wish list. This lifelong love of math, numbers, and the process of saving for a dream has followed her into her career as a financial advisor.

Becca began her career in the financial services industry in 2007 and still finds fulfillment in witnessing clients – particularly women – come through life transitions stronger, more independent, and financially secure. Becca enjoys assisting people reach their financial goals, like buying the perfect home, retiring comfortably, or leaving a legacy for their loved ones. She serves as a dependable partner and advocate on each client’s distinct life journey, offering customized advice, strategies, and an unparalleled level of support. As a Senior Financial Advisor at Jeter Hrubala Wealth Strategies, Becca focuses on financial planning and investment analysis, and develops strategies tailored to each client’s unique situation.

Becca is passionate about helping women gain confidence in making important financial decisions. To that end, she is committed to providing educational speeches and webinars to women about various financial topics. She recently spoke on NPR’s local station, the South Carolina Business Review, about unique factors that women face when planning for social security.

Social Security Planning Critical for Women

Equipped with knowledge and experience, she is also a supporter of women in the financial services industry and has served as a mentor for participants of the Raymond James Advisory Mastery Program, an educational training program for new financial advisors throughout the country. She also has served as a mentor with the Women’s Leadership Alliance, a national non-profit that provides education and support for women in the financial planning industry.

Outside of the office, Becca enjoys staying active and spending time outdoors with her two young daughters, Emerson and Madison.

Education

  • Wofford College (Spartanburg, SC) – B.A. in Sociology

Certifications

  • CERTIFIED FINANCIAL PLANNER® Professional
  • Series 7 Securities License
  • Series 66 Securities License
  • South Carolina Life, Health, and Annuity Licenses

Previous Experience

  • Columbia Threadneedle Investments
    • 529 Product Specialist
    • Programs and Events Manager
    • Internal Wholesaler

Community Involvement

  • Project R.E.S.T.
  • Uptown Sertoma Club of Spartanburg
  • Camp Sertoma of South Carolina
  • Spartanburg Zeta Tau Alpha Alumnae Chapter
  • Leadership Spartanburg 2023-2024

Professional Memberships

  • Financial Planning Association
  • Estate Planning Council of Spartanburg
  • Women’s Leadership Alliance - Past Program Mentor

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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

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