Tina Betz joined HearnHoytRamsey Wealth Management in November 2018 as a Sr. Investment Portfolio Analyst. Among her responsibilities are to prioritize solutions and services for our clients, with a focus on operational excellence, productivity and growth.
Throughout her more than 30 year career in the financial services industry, Tina has always had a desire to help others achieve their financial goals by developing strong relationships. Most recently, she held the position of Complex Administrative Manager, where she was responsible for the operations of two Raymond James branches in St. Petersburg, FL.
Prior to joining Raymond James in 2006, Tina served as Client Service Manager for a Registered Investment Advisor offering private banking, portfolio management, and comprehensive financial planning. She has also managed Retirement Plan Services at Franklin Templeton Funds and spent 13 years in various management roles at Jackson National Life Insurance Company. She holds Series 7, 9 & 10 licenses, and is a Registered Corporate Coach with the World Association of Business Coaches.
Along with her husband, Harry and son Harrison, she donates much of personal time to the Great Tampa Bay Area Council – Scout Troop 475. Her son is soon to be an Eagle Scout. Tina has lived in the St. Petersburg area since 1984 and enjoys spending time with friends, boating, biking, and doing outreach for her favorite local charities.
Raymond James is not affiliated with the World Association of Business Coaches. #2335818