Becca Mathis is a Financial Advisor and joined Jeter Hrubala Wealth Strategies in 2018. She graduated from Wofford College with a Bachelor of Arts in Sociology and has been working in the financial planning and investments industry since 2007.
Becca began her career with Columbia Threadneedle Investments, a Boston-based asset management firm, where she held roles in sales and marketing. In 2013, she relocated back to her hometown of Spartanburg for a role supporting the South Carolina 529 College Savings Plan. Becca brings a diverse background of industry experience to the team and enjoys working with clients to help them achieve their financial goals.
In addition to holding state, security and insurance licenses, Becca is a CERTIFIED FINANACIAL PLANNER™ professional having completed the CFP® Certification Exam and meeting all education, experience, and ethical requirements.
Becca is particularly 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 investing and personal finance topics. Becca is an active club member and serves on the Board of the Uptown Sertoma Club of Spartanburg. She is also a member of the Spartanburg Zeta Tau Alpha Alumnae Chapter.
Becca and her husband, Brandon, were married in 2018. They have two young daughters: Emerson and Madison.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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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.