Beth A. Correll,
CFP®, CDFA®, CRPS®
Chief Business Development Officer, LWP
Registered Principal & Financial Advisor, RJFS
Beth focuses her business on her clients’ individual financial objectives, believing the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Beth apart.
Beth is dedicated to managing and helping to preserve wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Beth works hard to provide solutions designed to help enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions. With the insight and industry knowledge that comes with over 25 years in the business, Beth provides clients the investment products and services for their specific financial needs, including divorce planning, retirement planning, estate planning, college planning and portfolio management.
Beth is a Registered Representative and Investment Advisor Representative. She is also licensed as a General Securities Principal. In addition, Beth is life & health licensed and Long-Term Care certified. Beth holds the CERTIFIED FINANCIAL PLANNER™ designation, Certified Divorce Financial Analyst®, and Chartered Retirement Plans Specialist™ designations.
A native of Indianapolis, Indiana, Beth graduated from Indiana University with a Bachelor of Science degree in Business. Prior to joining Raymond James in 2018, Beth was a shareholder of her prior firm affiliation for 20 years. Beth is a member of the International Academy of Collaborative Professionals, IACP and the Central Indiana Association of Collaborative Professionals, CIACP. Beth is a member of the Board of the Central Indiana Association of Collaborative Professionals and Kids' Voice of Indiana. She serves on the Investment Committee for the Archdiocese of Indianapolis and serves as a deacon at Second Presbyterian Church. Beth previously served for eight years as the Board Treasurer for the St. Vincent Hospital Foundation and served on its Finance Committee for 20 years.
Beth and her husband, John, have four children, Johnna, Sierra, Abby, Ryan and three grandsons. When Beth is not in the office she enjoys reading, euchre, backgammon and walking the beach in Ft. Myers Beach, FL.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with and does not endorse any of the listed organizations. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc
