• 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. Equipped with knowledge and experience, she is also a supporter of women in the financial services industry and serves 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 serves 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.


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


  • 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

  • Uptown Sertoma Club of Spartanburg
  • Spartanburg Zeta Tau Alpha Alumnae Chapter
  • Leadership Spartanburg 2023-24

Professional Memberships

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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