Bethany Beebe,

Bethany’s passion for financial services was nurtured early on by her parents. Her father, a seasoned financial advisor, dedicated his career to guiding families and individuals toward their financial goals. Her mother instilled in her the values of a strong work ethic and the importance of saving for the future. Together, they ensured that Bethany understood the transformative power of investing from a young age. This upbringing ignited Bethany’s belief that financial guidance can profoundly impact lives.

Before joining her father at Craig Capital Wealth Management, Raymond James, Bethany made a difference in the classroom as a teacher. The transition from educating students to advising clients on financial matters was a natural progression, fueled by her love for teaching and her desire to help others. Her unique blend of educational expertise and financial insight makes Bethany an invaluable resource for our clients.

Bethany resides in Maineville, Ohio, with her husband and two sons. Outside of the office, she enjoys traveling, reading, and exploring the outdoors with her family. Her commitment to financial education extends beyond her professional life; she serves on the advisory board of Funding the Future, a nonprofit organization dedicated to teaching students across the country about the importance of making smart financial decisions. As a devoted Rotarian, Bethany actively supports various community initiatives, reflecting her dedication to making a positive impact both locally and nationally.

Raymond James is not affiliated with Funding the Future.