Financial Advisor, Gyles Laney, has successfully passed the Certified Divorce Financial Analyst (CDFA®) exam. This certification offered through the Institute for Divorce Financial Analysts (IDFA®) allows Gyles to provide specialized financial advice to those navigating the complexities of divorce.
Gyles shares, “I have always been passionate about empowering individuals to take control of their finances, especially those who have never done so before. Working with divorce cases is no different – it is incredibly rewarding to help someone achieve financial clarity and stability during one of the toughest phases of their life. I have thoroughly enjoyed assisting our team with divorce consulting in the past, and I'm excited to continue this work with my new designation and expertise."
Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, shares “We are incredibly proud of Gyles for earning the CDFA designation. This accomplishment demonstrates her dedication to helping our clients navigate challenging life transitions with confidence and clarity. Gyles’ focus on continuing education and her commitment to providing exceptional service reflect the values we value as a company. Her expertise is an invaluable resource for clients seeking financial stability during and after divorce.”
The team at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The company works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although they enjoy serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com or 864-764-1789.
About Raymond James:
Raymond James Financial, Inc. (NYSE: RJF), is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity, and client- first service. The company has approximately 8,800 financial advisors. Total client assets are approximately $1.45 trillion as of 3/31/2024. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Isle of Palms, South Carolina – Jeter Hrubala Wealth Strategies, LLC is proud to announce that Financial Advisor Drew Hrubala has earned the Sports & Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA®) designation. This credential equips Drew with specialized knowledge to assist high-net-worth individuals in the sports and entertainment industries with planning, growing, and preserving their wealth.
Drew holds a degree in Finance and a minor in Sports & Entertainment Management from the University of South Carolina. He joined Jeter Hrubala Wealth Strategies in 2022, following a year of managing a professional tennis player, during which he travelled to more than 18 countries. This experience provided valuable insight into the dedication and sacrifice required to excel as an elite athlete.
Drew shares, “I’m excited to have earned this designation, which has deepened my understanding of how to support athletes with their unique financial decisions. I’m eager to apply this knowledge to help clients manage fluctuating incomes, plan for long-term success, and make informed investment decisions. My goal is to offer advice that addresses athletes’ specific needs and ensure their financial well-being both during and after their careers.”
Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, shares “We are incredibly proud of Drew Hrubala for earning the SE-AWMA® designation. His commitment to expanding his expertise reflects our company’s commitment to delivering exceptional, tailored financial guidance. Drew’s unique blend of hands-on experience in the sports world and this accreditation position him to provide invaluable support to athletes and entertainers navigating complex financial challenges. We look forward to seeing him continue to make a meaningful impact on our clients’ financial success.”
The team at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The company works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. They enjoy serving a diverse group of individuals and families - including athletes and the athletically minded. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.comor 864-764-1789.
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 Raymond James:
Raymond James Financial, Inc. (NYSE: RJF), is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity, and client- first service. The company has approximately 8,800 financial advisors. Total client assets are approximately $1.45 trillion as of 3/31/2024. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Isle of Palms, South Carolina – Jeter Hrubala Wealth Strategies, LLC is pleased to announce that Financial Advisor, Gyles Laney, has earned the prestigious CERTIFIED FINANCIAL PLANNERTM certification, having completed the CFP® Certification Exam and meeting the rigorous education, experience, and ethical requirements.
Gyles joined Jeter Hrubala Wealth Strategies in 2020 after graduating from Wofford College with a double major in finance and Chinese. She began her pursuit of the CFP® certification by first earning the Accredited Asset Management SpecialistTM designation in 2022. From there, she continued the required educational coursework to qualify for the final exam administered by the CFP® Board. The CFP® curriculum covers 7 Principal Knowledge Topics including:
Financial Planning, Insurance Planning, Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and the Psychology of Financial Planning. The coursework then concludes with a capstone course in comprehensive financial planning.
Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, stated “The CFP® certification is widely recognized as the gold standard in financial planning. With an additional CERTIFIED FINANCIAL PLANNERTM professional on our team, we are further enabled to deliver superior expertise and service to our clients.”
Gyles focuses on financial analysis, building financial plans, and assisting with the company’s strategic planning. Gyles shared “I’m so excited to bring this new level of expertise and knowledge to my work. This certification not only represents a personal milestone but reinforces my dedication to serving clients and helping them navigate their financial future with confidence and clarity.”
The team at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The company works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although they enjoy serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com or 864-764-1789.
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 Raymond James:
Raymond James Financial, Inc. (NYSE: RJF), is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity, and client- first service. The company has approximately 8,800 financial advisors. Total client assets are approximately $1.45 trillion as of 3/31/2024. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Jeter Hrubala Wealth Strategies, a South Carolina-based wealth management company with offices in Spartanburg and Isle of Palms, was recently named to the annual Forbes list of Best-in-State Wealth Management Teams for 2024.
President and Owner of Jeter Hrubala Wealth Strategies, Beth Jeter Hrubala, commented on this accolade “I am so proud of our company for being honored as a Best-In-State Wealth Management Team. I’m fortunate to have an amazing team that strives for excellence in everything we do. I think this accolade is a testament to our commitment to our clients and our focus on helping our clients achieve their goals.”
The team, led by Beth Jeter Hrubala and financial advisors Becca Mathis and Gyles Laney, also includes Drew Hrubala, Michelle Hoosier, and Hollie O’Shields. The team offers investment management and financial planning services to individuals and families throughout South Carolina. The company works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although they enjoy serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com or 864-764-1789.
About Raymond James: Raymond James Financial, Inc. (NYSE: RJF), is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity, and client- first service. The company has approximately 8,700 financial advisors. Total client assets are approximately $1.26 trillion as of 9/30/2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Forbes Best-In-State Wealth Management Teams: The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an 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 see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Spartanburg, SC - Jeter Hrubala Wealth Strategies welcomes Hollie O’Shields, AAMS™ as an Operations Manager and Client Relationship Manager. In addition to providing exceptional service to the company’s clients, Hollie will handle compliance, office management, and operations. Hollie holds the Series 7, 9, 10, 63, 66 licenses, the South Carolina Life, Health, and Annuity licenses, and since joining the team, has earned the Accredited Asset Management Specialist™ (AAMS™).
With more than 22 years of industry experience, Hollie has held a broad spectrum of roles and responsibilities that makes her an invaluable and versatile professional. She particularly enjoys cultivating relationships with clients, educating clients about financial concepts, and ensuring attentive and comprehensive care for each client. Hollie loves getting to know someone’s aspirations through engaging discussions and feels that it is necessary to understand who and what are most important to clients to help them achieve their financial goals. Hollie shares, “I am excited to be part of the shared passion this team has for educating and advising clients while providing thoughtful financial strategies and building meaningful relationships.”
Beth Jeter Hrubala, President and Founder of Jeter Hrubala Wealth Strategies, shares “I am grateful to welcome Hollie to our team. I’ve known Hollie for more than 20 years, and she brings critical expertise in client service and operations. We are fortunate to have her on board, and I look forward to witnessing the positive impact she will have on our team and our clients.”
Hollie looks forward to greeting clients at its Spartanburg office located at 101 West St. John Street, Suite 207, Spartanburg, SC, 29403. She can be reached by phone at 864-764-1791 or via email at hollie.oshields@raymondjames.com.
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
Contact: Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, at 864-764-1789 or jhwsteam@raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.
About Raymond James:Raymond James is a publicly traded, global company with distinct business units that serve clients around the world. Headquartered in St. Petersburg, Florida, we have grown into one of the largest independent financial services firms in the United States. More than sixty years after our founding, we’ve remained true to the core values that made our growth possible – long-term planning, independence, integrity and client-first service. The company has approximately 8,700 financial advisors. Total client assets are $1.22 trillion as of March 31, 2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Spartanburg, South Carolina – Jeter Hrubala Wealth Strategies, LLC is pleased to announce that Senior Financial Advisor Becca Mathis has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation, having completed the CFP® Certification Exam and meeting the rigorous education, experience, and ethical requirements.
Mathis joined Jeter Hrubala Wealth Strategies in 2018 after 11 years with Columbia Threadneedle Investments, a Boston-based asset management firm. She began her pursuit of the CFP® designation by first earning the Accredited Asset Management Specialist™ designation in 2018. From there, she continued the required educational coursework to qualify for the final exam administered by the CFP® Board. The CFP® curriculum covers 7 Principal Knowledge Topics including: Financial Planning, Insurance Planning, Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and the Psychology of Financial Planning. The coursework then concludes with a capstone course in comprehensive financial planning.
Mathis develops customized financial plans, conducts investment research and analysis, and assists in all aspects of client relationships. Mathis added “I have had the privilege of working alongside Beth Jeter Hrubala for several years now and have witnessed the value the CFP® designation brings to our work with clients. I am excited to use the knowledge I gained to further assist clients with their financial planning needs and achieving their life goals.”
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC, and 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com or 864-764-1789.
Certified Financial Planner Board of Standards Inc. owns the certification market CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Raymond James Financial Services:
As of 09/30/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.09 trillion.
Isle of Palms, SC - Jeter Hrubala Wealth Strategies announced today the addition of Drew Hrubala as Financial Advisor. In this position, Drew’s responsibilities will include developing comprehensive financial plans, monitoring client portfolios, conducting investment research, and handling day-to-day operational needs of the company and its clients.
Drew is a graduate of the University of South Carolina with a Bachelor of Science in Finance and a minor in Sports & Entertainment Management. Drew worked at State Farm Insurance Company during college and upon graduation and learned about property and casualty and life insurance, while also gaining experience in business development and client service. Drew then had an opportunity to serve as a manager for a professional tennis player. He spent a year traveling to more than 18 countries gaining insight into the work and sacrifice required to become an elite athlete. Drew recently passed several required exams to work in this profession, including the Securities Industry Essential (SIE) Exam, the General Securities Representative (Series 7) Exam, the Uniform Combined State Law (Series 66) Exam, and the SC Life and Health Insurance Exam.
“We have been an all-female team for some time, so we are excited about the diversity that Drew brings to our practice. I am looking forward to the contributions he will bring to our work with clients” said Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies.
“I’m excited to be in Charleston and starting this new career,” said Drew Hrubala. “I’m very excited to start my career in the financial services profession and motivated to learn from this team of experienced professionals while helping our clients.”
Drew will primarily work in the Isle of Palms office located at 103 Palm Boulevard, Suite 2C, Isle of Palms, SC 29451. Drew can be reached by phone at 843-353-3878 or via email at drew.hrubala@raymondjames.com.
The team of advisors at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. They enjoy, and are particularly proud of, the work they do with women who are dealing with a major life transition, such as a divorce, the loss of a loved one, or a career change. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
More information can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
Contact: Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, at 864-764-1789 or jhwsteam@raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.
About Raymond James Financial Services:As of 09/30/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.09 trillion.
From the left: Gyles Laney, Adela Coffey, and Julie Peeples. Gyles and Julie are Wofford graduates and employees of Jeter Hrubala Wealth Strategies. They hosted Adela Coffey, a 2022 Wofford Graduate as an intern during Summer 2022
Isle of Palms, South Carolina – Jeter Hrubala Wealth Strategies, LLC recently hired Adela Coffey, a Wofford College graduate, to work in its Isle of Palms office during this summer. Coffey will be working with the company’s team of financial advisors to assist with financial planning, investment research, portfolio construction, and client service.
Coffey is from Mt. Pleasant, South Carolina. In May, she graduated cum laude majoring in finance with a minor in business. She participated in the Financial Planning Association’s Externship program during the summer of 2021 and served as a research associate for the James-Atkins Student-Managed Investment Fund at Wofford College this past academic year. In talking to Coffey, she said “Originally, I was drawn to the industry because of mentors such as Beth Hrubala who introduced me to the opportunities within the field of financial services. I have learned that it is a dynamic career that allows you to make a lasting impact on the world through meeting and helping clients. This summer I am looking forward to expanding my knowledge of the industry and gaining valuable experience.”
Curt McPhail, Executive Director at Wofford College’s Career Center, comments on Wofford’s commitment to internship experiences, “Internships are an excellent way for students to explore careers while learning from professionals in fields that they are interested in. We are grateful to continue the Career Center’s relationship with Jeter Hrubala Wealth Strategies and their continued support of our students and graduates.”
Jeter Hrubala Wealth Strategies has hosted more than eight interns from Wofford within the past five years. In addition, they have hired three Wofford graduates for full-time positions. Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, President and Owner of Jeter Hrubala Wealth Strategies, and a graduate of Wofford College, commented on her experience, “We continue to value our partnership with Wofford and enjoy offering meaningful internships to its students. We have been extremely impressed with the ability of Wofford students to not only assist with our day-to-day client service activities and investment research, but also with the ability of students to think critically and communicate effectively. I particularly love witnessing students feel pride and fulfillment when they help us discover possible solutions and strategies to a client problem.”
The team of advisors at Jeter Hrubala Wealth Strategies offer investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices at 101 West St. John Street in Spartanburg, SC and at 103 Palm Boulevard in Isle of Palms, SC.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com or 864-764-1789.
More information about Internships at Wofford can be found at www.wofford.edu//academics/the-space.
About Wofford College:Wofford College, established in 1854, is a four-year, residential liberal arts college located in Spartanburg, South Carolina. It offers 27 major fields of study to a student body of 1,775 undergraduates. Nationally known for the strength of its academic program, outstanding faculty, study abroad participation, and successful graduates, Wofford is recognized consistently as a “best value” and for its commitment to student success and accessibility for low- and middle-income students. The college community has 12 sororities and fraternities as well as 19 NCAA Division I athletics teams.
About Raymond James Financial Services:As of 12/31/2021. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion.
Spartanburg, South Carolina – Jeter Hrubala Wealth Strategies recently hosted Kate Glenn, a student at Wofford College, to work in its Spartanburg office during Wofford’s Interim session. Glenn worked with the firm’s team of financial advisors to assist with financial planning, investment research, and marketing activities.
Glenn is from Greenville, South Carolina, and is a sophomore at Wofford College, majoring in finance and minoring in business. She plans to make a career in finance and is passionate about gaining the knowledge and experience needed to be successful.
Over the past five years, Jeter Hrubala Wealth Strategies has hosted seven interns from Wofford and has hired three Wofford graduates for full-time positions. Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, and a graduate of Wofford College, commented on her experience, “I love partnering with Wofford to provide students a professional experience that can better prepare them for the future. Wofford prepares students to think critically, to communicate effectively, and to solve problems creatively. I need team members with these skills, as these are the skills that allow us to help clients each day. Clients depend on us to help them make financial decisions and to be thought partners about all types of complex financial-related matters. Each intern we have hosted has provided valuable insights, asked thoughtful questions, and ultimately made us better at what we do. I am always impressed with the caliber of the students and perspective each student has brought to the work we do for clients.”
Curt McPhail, Executive Director at Wofford College’s Career Center, comments on Wofford’s commitment to internship experiences, “Internships are an ideal way for students to explore careers and get real-world experience to prepare for life after college. Many Wofford students take advantage of internships, and that’s a huge reason over 97% of our graduates are doing something related to their career within six-months of graduation. We appreciate opportunities to connect our students with companies like Jeter Hrubala Wealth Strategies and the valuable experience they provide.”
Hrubala has more than 22 years of experience in the financial services industry, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Retirement Planning Counselor℠ and Certified Divorce Financial Analyst℠ designations. The team of advisors at Jeter Hrubala Wealth Strategies, LLC offer investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing, and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, they are particularly proud of the services they provide to women who are dealing with a major life transition, such as a divorce, the loss of a loved one, or a career change. The company has offices in Spartanburg, SC and Isle of Palms, SC and partners with Raymond James Financial Services, Inc. for technology, compliance, custody, and back-office support.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by contacting Beth Jeter Hrubala at beth.hrubala@raymondjames.com.
More information about Internships at Wofford can be found at https://www.wofford.edu//academics/the-space or by contacting Curt McPhail at mcphailpc@wofford.edu.
About Wofford College
Wofford College, established in 1854, is a four-year, residential liberal arts college located in Spartanburg, South Carolina. It offers 27 major fields of study to a student body of 1,775 undergraduates. Nationally known for the strength of its academic program, outstanding faculty, study abroad participation and successful graduates, Wofford is recognized consistently as a “best value” and for its commitment to student success and accessibility for low- and middle-income students. The college community has 12 sororities and fraternities as well as 19 NCAA Division I athletics teams.
About Raymond James Financial Services:
As of 9/30/2021. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion. Additional information is available at raymondjames.com.
Charleston, SC – Jeter Hrubala Wealth Strategies, a premier wealth management company, announced today that it has officially opened a new office in Isle of Palms, South Carolina. The office expands the company’s presence in South Carolina and complements its primary location in Spartanburg, South Carolina. The new office is located at Breach Inlet in the Carroll Realty Building at 103 Palm Boulevard, Suite 2C, Isle of Palms, South Carolina, 29451.
The company will celebrate the launch of its new office on January 27, 2022 with two events that are open to the public. The company and the Mount Pleasant Chamber of Commerce will hold a ribbon cutting ceremony at 2:30pm. There will also be a drop-in reception from 4pm-7pm, during which the company will serve light refreshments and showcase original artwork created by more than twenty female artists from South Carolina.
Beth Jeter Hrubala CFP®, President of Jeter Hrubala Wealth Strategies and one if its financial advisors shared her excitement about the company’s new office “I am thrilled about the company’s expansion. Many members of our team have family roots in the Charleston area, so it is wonderful to reconnect with this community. With the launch of the new office, we look forward to having a more visible presence in the Charleston area and will continue to provide excellent advice with a customized approach to each of our clients. We also love partnering with other women-owned businesses so we intentionally sourced artwork and furnishings for the new office from many female business owners and artists in South Carolina, including those in the Charleston area.”
Hrubala plans to split her time between the company’s Spartanburg and Isle of Palm offices. Gyles Laney, Financial Advisor, and Julie Peeples, Branch Associate, will be located at the Isle of Palms office full time. Laney commented on the company’s expansion plans, “We are excited that the new office will enhance and strengthen our ability to provide financial planning and investment advice to residents of the Charleston area, whether they are existing clients or new clients. We realize that sometimes talking about money can be unpleasant or intimidating, so we have tried to create an office space where clients can be comfortable and also gain confidence about making financial decisions.”
About Jeter Hrubala Wealth Strategies: With more than 65 years of combined experience, the team at Jeter Hrubala Wealth Strategies offers investment management and financial planning services to individuals and families throughout South Carolina. The team works with clients who are seeking an ongoing partner to assist them in making financial decisions and growing, managing and sustaining wealth. Although the team enjoys serving a diverse group of individuals and families, each with their own goals and interests, the team is particularly proud of the services they provide to women who are experiencing a major life transition, such as a divorce, the loss of a loved one, or a career change. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
The company’s office hours are Monday through Friday, from 8:30am-4:30pm, by appointment.
For more information about Jeter Hrubala Wealth Strategies or the new Charleston area office, visit www.jhwealthstrategies.com or contact Gyles Laney at 843-405-7232 or gyles.laney@raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.
Spartanburg, South Carolina – Jeter Hrubala Wealth Strategies, LLC recently hired Sullivan Higson, a student at Wofford College, to work in its Spartanburg office during Wofford’s Interim session. Higson will be working with the firm’s team of financial advisors to assist with financial planning, investment research, portfolio construction, and client service.
Higson is from Charlotte, North Carolina, and is a rising senior at Wofford College, majoring in Finance with a minor in Business. She participated in the Financial Planning Association’s Externship program during the summer of 2020, and currently serves as a Research Associate for the James-Atkins Student-Managed Investment Fund at Wofford College.
Jeter Hrubala Wealth Strategies has hosted interns from Wofford for five consecutive years. Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, and a graduate of Wofford College, commented on her experience, “Partnering with Wofford provides a great opportunity for students to have a professional experience that can better prepare them for the future. I enjoy being a part of helping students apply the academic skills they are learning at Wofford to solve real-world problems. Our team also appreciates learning from the interns. Each intern brings a fresh academic background to analyze some of our internal processes and workflows. They challenge us and ask thoughtful questions about why we do something a certain way. Ultimately, the internship program has made us even better at what we do. I am extremely impressed with the caliber of the students and perspective each student has brought to the work we do for clients.”
Curt McPhail, Executive Director at Wofford College’s Career Center, comments on Wofford’s commitment to internship experiences, “These students are taking rigorous classes and learning from credentialed faculty. The students need a meaningful practical experience as they embark on their careers. Studies have shown that high-quality internships not only give students the ability to use knowledge acquired in the classroom, but also helps develop interpersonal skills that are much needed to support life after Wofford.”
Hrubala opened Jeter Hrubala Wealth Strategies, LLC and affiliated with Raymond James in 2014. Hrubala has more than 20 years of experience in the financial services industry, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Retirement Planning CounselorSM and Certified Divorce Financial AnalystSM designations. The team of advisors at Jeter Hrubala Wealth Strategies, LLC offer investment management and financial planning services to individuals and families throughout South Carolina. The team has a special focus on helping clients dealing with complex financial decisions and also assisting women who are dealing with a major life transition, such as a divorce, the loss of a loved one, or a career change. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies has more than $215 million in assets under management, and is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com.
More information about Internships at Wofford can be found at https://www.wofford.edu//academics/the-space.
About Wofford College:
Wofford College, established in 1854, is a four-year, residential liberal arts college located in Spartanburg, South Carolina. It offers 27 major fields of study to a student body of 1,775 undergraduates. Nationally known for the strength of its academic program, outstanding faculty, study abroad participation and successful graduates, Wofford is recognized consistently as a “best value” and for its commitment to student success and accessibility for low- and middle-income students. The college community has 12 sororities and fraternities as well as 19 NCAA Division I athletics teams.
About Raymond James Financial Services:
As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.
Spartanburg, SC - Jeter Hrubala Wealth Strategies announced today the addition of Emily Gyles Laney as Financial Advisor. In this position, Gyles’ responsibilities will include developing comprehensive financial plans, monitoring client portfolios, conducting investment research, and handling day-to-day operational needs of the company and its clients.
Gyles is a Phi Beta Kappa and summa cum laude graduate of Wofford College with a Bachelor of Arts in Finance and Chinese Language. During her time at Wofford, she held several impressive leadership roles and internships, including time with the US International Development Finance Corporation in Washington, D.C., the organization Anza in Moshi, Tanzania, and the Mary Black Foundation in Spartanburg. Gyles recently passed several required exams to work in this profession, including the Securities Industry Essential (SIE) Exam, the General Securities Representative (Series 7) Exam, and the Uniform Combined State Law (Series 66) Exam.
“Gyles brings strong analytical skills and a unique perspective to our team. I am looking forward to the contributions she will bring to our work with clients” said Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies.
“I’m delighted to be back in Spartanburg and be a part of this vibrant and growing community” said Gyles Laney. “I’m very grateful to have the opportunity to collaborate with such an amazing team of women and carry out the wonderful work the firm does for its clients.”
The primary office of Jeter Hrubala Wealth Strategies is located at 101 W. St. John Street, Suite 207 in downtown Spartanburg. Gyles can be reached by phone at 864-764-1791 and via email at gyles.laney@raymondjames.com.
The team of advisors at Jeter Hrubala Wealth offer investment management and financial planning services to individuals and families throughout South Carolina. They enjoy, and are particularly proud of, the work they do with women who are dealing with a major life transition, such as a divorce, the loss of a loved one, or a career change. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
More information can be found at www.jhwealthstrategies.com or by calling 864-764-1789. Contact: Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, at 864-764-1789 or beth.hrubala@raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.
Spartanburg, South Carolina – Jeter Hrubala Wealth Strategies, LLC was recently named a recipient of WealthManagement.com’s 2019 Thrive Awards, the first-annual list of the nation’s fasting-growing advisors. A total of 200 individuals, firms and teams made the list this year, which was compiled by measuring percent revenue growth over the previous three years. Jeter Hrubala Wealth Strategies, LLC was one of only five recipients on the list from the state of South Carolina. To qualify for the WealthManagement.com list, applicants had to also be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, commented on this honor: “We are honored to be recognized on this prestigious list. I believe this acknowledgement is a direct result of our talented team, our passion for helping clients, and the loyalty and trust of our clients.”
Hrubala opened Jeter Hrubala Wealth Strategies, LLC and affiliated with Raymond James in 2014. Hrubala has approximately 20 years of experience in the financial services industry, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the Chartered Retirement Planning Counselor℠ and Certified Divorce Financial Analyst℠ designations. The team of advisors at Jeter Hrubala Wealth Strategies, LLC offer investment management and financial planning services to individuals and their families throughout the Upstate of South Carolina. The team has a special focus on helping clients with complex financial decisions and also assisting women who have lost a spouse through divorce or death. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies has more than $170 million in assets under management and is committed to providing customized wealth management strategies for clients.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by calling 864-764-1789. Our main office is located at 101 W. St. John Street, Suite 207, Spartanburg, SC.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site.
About Informa
Informa PLC is a leading, international business to business information services Group, operating in over 30 countries. We create transactionled exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100. WealthManagement.com's New Thrive Awards Recognize the Nation's Fastest-Growing Advisors. Companies, individuals and teams are all eligible to participate in the program. The annual list of the fastest-growing financial advisors in America will honor advisors and firms of all types. There were 200 winners out of 243 total companies, individuals, and team nominations. To be eligible, advisors must be based in the U.S. and offer financial services to individual clients. Advisors must have
more than $100,000 in revenue in 2015 and revenue in 2018 must exceed revenue in 2015. The awards are determined solely by revenue growth, rather than by AUM or profitability. Advisors will be required to verify their revenue in order to be eligible. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Advisors paid an administrative fee not more than $90 to apply for this award. Raymond James is not affiliated with this award or the mentioned publication.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion*.
(Spartanburg, SC) − Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, an independent wealth services firm, was recently named a member of the 2020 Executive Council.* Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity. This marks the third consecutive year that Hrubala has qualified for this important recognition.
Hrubala, who affiliated with Raymond James in 2014, has more than 20 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ (CFP® ) practitioner and holds the Chartered Retirement Planning CounselorSM and Certified Divorce Financial Analyst® designations.
The team of advisors at Jeter Hrubala Wealth Strategies, LLC offer investment management and financial planning services to individuals and their families throughout the Upstate of South Carolina. The team has a special focus on assisting women who have lost a spouse through divorce or death. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies has more than $165 million in assets under management and is committed to providing customized wealth management strategies for clients.
More information regarding Jeter Hrubala Wealth Strategies can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
About Raymond James Financial Services Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion*.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
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.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Jeter Hrubal Wealth Strategies, LLC is located at 101 W. St. John Street, Spartanburg, SC 29306.
For Immediate Release
Spartanburg, SC (September 15, 2018) -Jeter Hrubala Wealth Strategies, LLC announced today the addition of Becca Monroe Mathis as Financial Advisor. In this position, Becca’s responsibilities will include developing comprehensive financial plans, monitoring client portfolios, business relationship development, and handling day-to-day operational needs of the company and its clients.
Becca joins the practice from Columbia Threadneedle Investments, a Boston-based asset management firm. During her eleven-year tenure with Columbia Threadneedle, Becca held roles in sales, marketing and supporting the South Carolina 529 College Savings Plan. Originally from Spartanburg, Becca graduated from Wofford College with a Bachelor of Arts in Sociology and holds the Series 7, 66 and state insurance licenses. She is currently pursuing her Accredited Asset Management Specialist designation.
“Becca’s valuable experience and her passion for helping others will be a great benefit to our clients,” said Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, and Financial Advisor with Raymond James Financial Services, Inc. “She is an excellent addition to our team and will allow us to continue to provide our clients with effective advice, unbiased guidance, and outstanding service.”
“I am delighted to join Jeter Hrubala Wealth Strategies,” said Becca Monroe Mathis. “I look forward to working alongside the team to assist clients in achieving their life goals.”
The primary office of Jeter Hrubala Wealth Strategies is located at 101 W. St. John Street, Suite 207 in downtown Spartanburg. Becca can be reached directly by phone at 864-764-1754 and via email at becca.mathis@raymondjames.com.
Jeter Hrubala Wealth Strategies and its team of advisors offers investment management and financial planning services to individuals, families, and small businesses throughout the Upstate of South Carolina. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies has $150 million in assets under management and is committed to holistic and customized wealth management strategies for clients. More information on the practice can be found online at www.bethhrubala.com or by calling 864-764-1789.
Contact: Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, at 864-764-1789 or beth.hrubala@raymondjames.com
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.
For Immediate Release
Spartanburg, South Carolina (March 15, 2018) – The Institute for Divorce Financial Analysts™ (IDFA™) is pleased to announce that Beth Jeter Hrubala of Jeter Hrubala Wealth Strategies, LLC in Spartanburg, South Carolina recently completed a specialized educational program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®).
Ms. Hrubala is trained to provide financial information and assistance to people going through a divorce. She evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing marital property and child and spousal support payments.
“At Jeter Hrubala Wealth Strategies, we help determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now as well as down the road,” says Beth Jeter Hrubala. “We examine and analyze the financial issues of a divorce, providing our clients and their lawyers with data to help strengthen their case. We help our clients avoid the common financial pitfalls of divorce by offering valuable insight into the pros and cons of different settlement proposals.”
A CDFA® works with clients individually or as couples, helping them to come to grips with the financial reality of their individual divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.
“Misinformation and misconceptions about the divorce process can be detrimental,” says Ms. Hrubala. “Many have false expectations that they will be able to secure a divorce settlement allowing them to continue with their accustomed style of living. That’s not always possible. I’m there to help ensure a good, stable economic future and prevent long-term regret with all financial decisions made during the divorce process.”
According to the IDFA, Beth Jeter Hrubala is Spartanburg’s only practicing Certified Divorce Financial Analyst® as of March 2018. She is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Retirement Planning CounselorSM designation. Ms. Hrubala has been a Financial Advisor for 18 years and manages more than $150 million in assets. Ms. Hrubala is a Phi Beta Kappa and summa cum laude graduate of Wofford College with a degree in Business/Economics and holds a Master in International Business Studies (MIBS) from the University of South Carolina.
For additional information or to schedule a meeting with Ms. Hrubala, please contact Michelle Hoosier at 864-764-1789 or michelle.hoosier@raymondjames.com.
Founded in 1993, IDFA™ currently has more than 2,000 CDFAs across the United States and Canada. The number of professionals receiving the CDFA® designation continues to grow at nearly 15% each year. Most CDFAs hold two or more financial designations: 66% of CDFAs also hold the CFP® designation, and 39% of CDFAs hold one or more of the following designations: ChFC, CFA, CLU, CVA, MBA, JD, LL.B., Certified Family Mediator, or Certified Fraud Examiner. For more information about IDFA™ or the CDFA® designation, visit www.institutedfa.com.
