Beth is known for her thoroughness and accuracy in helping our clients resolve any issues they have. Over many years, she has earned a reputation for being exceptionally reliable, responsive and accountable. Those qualities provide for a smooth and enjoyable client experience and provide confidence and continuity in the client relationships Beth has been serving. Beth also greatly assists our team and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining Raymond James in 2014, Beth worked at JPMorgan Private Bank for 20 years in various capacities, including client service coordinator, client service associate, investment assistant and investment associate. She earned a bachelor’s degree in finance from the University of Louisville.
Beth is a Louisville native and lives here with her husband and two children. She is a member of Keneseth Israel Congregation, where she serves on the board and as treasurer of the Sisterhood at Keneseth Israel Congregation.
In her free time, she enjoys outdoor activities with her family, such as hiking and tennis and even adventurous pursuits such as sky diving and hang gliding.