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 – Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, was named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021.
“I am so excited about this honor. It is the culmination of years of intense and rewarding work that we have done with our clients to help maximize the potential to meet their life goals” said Beth.
The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ experience, and 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.
About Beth Jeter Hrubala and Jeter Hrubala Wealth Strategies
Beth has more than 20 years of experience in the financial services industry. Beth and her team of advisors at Jeter Hrubala Wealth Strategies, LLC 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.
To reach Beth Jeter Hrubala or the advisors at Jeter Hrubala Wealth Strategies, more information can be found at www.jhwealthstrategies.com or by calling 864-764-1789. The office is located at 101 West St. John Street, Suite 207, Spartanburg, South Carolina 29306.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ experience, and 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. For more information: www.SHOOKresearch.com.
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 – Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, was recently named to the Forbes list of America’s Top Women Advisors. The list, which recognizes financial advisors from national, regional and independent firms, was released online April 21, 2020. This year’s Top Women Wealth Advisors list spotlights advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states.
Hrubala commented on this distinction: “I am honored to be recognized on this list with so many successful and impactful women whom I admire and greatly respect. I am thankful that my passion is also my profession, and that each day I am fortunate enough to assist clients in making smart financial decisions that can have a positive impact on their lives. I am grateful for the trust and support of my clients, my work team, and my family and friends.”
Hrubala, who opened Jeter Hrubala Wealth Strategies and 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 COUNSELOR℠ and CERTIFIED DIVORCE FINANCIAL ANALYST℠ designations. The team of advisors at Jeter Hrubala Wealth Strategies offer investment management and financial planning services to women and their families 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 is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
More information regarding Beth Jeter Hrubala or Jeter Hrubala Wealth Strategies, LLC can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
About Forbes ranking of Top Women Wealth Advisors
Source: SHOOKTM Research, LLC. Data as of 9/30/19. Forbes.com (April, 2020)
The Forbes ranking of America’s Top Women Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ experience, and 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. Out of approximately 32,000 nominations, more than 1,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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 visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
About Raymond James Financial
As of 12/31/2019. Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $896 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
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 is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.
Spartanburg, South Carolina – Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, was recently named to the Working Mother magazine and SHOOK Research’s “Top Wealth Advisor Moms” list in the United States. The list includes the top 400 wealth advisor mothers in the nation who have at least one child under the age of 21 living at home. Hrubala was one of only three on the list from the state of South Carolina. The ranking uses an algorithm based on a detailed analysis of each advisor's service model, investing process, client retention, industry experience, compliance records, revenue produced and assets under management.
Hrubala commented on this honor: “I am particularly proud of this award, which is the culmination of working 20 years in the industry while raising three children, who are now 21, 19, and 17. I am thankful that my career in the financial advisory profession has provided the flexibility for me to be an engaged mom while having a demanding career and being committed to my clients, as well as making a positive impact on my community.”
Hrubala, who opened Jeter Hrubala Wealth Strategies, LLC and affiliated with Raymond James in 2014, has approximately 20 years of experience in the financial services industry. She 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 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.
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.
Data provided by SHOOKTM Research, LLC, as of 03/31/2019. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 03/2019): From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information see SHOOKresearch.com.
About Working Mother Media: Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change.
About SHOOK Research: As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements.
About Raymond James Financial Services
*As of 08/31/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $825 billion.* Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
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.
