Betty is a highly experienced and credentialed “goals-based” financial advisor. She received her CERTIFIED FINANCIAL PLANNER™ certification in 1990 and, at that time, adopted the disciplined six step planning process that is central to her practice today. Over time, her clientele has become as devoted to this planning approach, as Betty is devoted to them.
Betty has customized holistic wealth management strategies for multiple generations of high-net-worth families, individuals, family-owned businesses and family foundations. She serves a loyal circle of clients specializing in retirement, wealth, and estate planning strategies for professionals, retirees, business owners, women who are “suddenly single”, and the LGBTQ+ community.
For over 30 years, Betty has worked alongside clients helping them identify personal goals sorting through their struggles and driving them toward mechanisms that can help them enjoy optimal financial results and experiences. Rather than work toward goals that have a dollar sign in front of them, Betty helps clients explore goals that are personally meaningful – through tailored plans of financial responsibility and discipline.
Betty is most proud to be a client’s source of inspiration, guidance and financial acumen.
Betty falls back on her own personal tragedies and triumphs to help others experiencing life’s most challenging transitions – the loss of a spouse, a child, divorce, or a career change. Betty is an advocate for the suddenly single.
She, also, strives to be a role model to women. She believes in keeping clients educated and updated – and giving them a sense of control and confidence amid periods of personal strife. Her role as a financial advocate for women truly came full circle when her daughter, Liz Schutte Gillis, joined Schutte Wealth Management in 2020.
Empowering women with financial knowledge is their mantra.
Outside of the office, Betty’s energy is evident in several areas. An experienced athlete, Betty has competed in marathons, triathlons, and enjoys competing in various road races today. She is an avid Peloton rider and yogi. She loves music, art, history and historic preservation, and is an active member of Richmond’s Historic Church Hill community.
Betty is an outdoor enthusiast, and on any given weekend, you might find her kayaking the Shenandoah River or hiking Jockey’s Ridge in the Outer Banks. She enjoys live music and stays close to her southern heritage through bluegrass music.
She considers her greatest accomplishment to be a mother. She has two children, and she tries to spend as much time as possible with Clay, Liz, and her son-in-law Ben and her Grand Pup “Fern” their mini labradoodle.
Betty has been quoted on CNN/Money.com, Virginia Business Magazine, and rated Forbes Best-In-State Wealth Advisor 2022/2023, Forbes Best-In-State Women Wealth Advisor 2022/2023 and Forbes Top Women Wealth Advisor 2020/2021.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The Forbes America’s Top Women Wealth Advisors Best-In-State 2023, developed by Shook Research, is based on the period from 02/04/22 to 09/30/33 and was released on 02/01/2023. 38,314 nominations were received and approximately 1,700 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/award-disclosures/#2023-forbes-best-in-state-Women Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary: (As of February 2021) 32,810 nominations were received, based on thresholds (9,785 women). 16,165 Advisors were invited to complete the online survey. 13,234 Advisors were interviewed by telephone. 2,595 Advisors were interviewed in-person at the Advisors’ location. This ranking is based upon the period from 9/30/19-9/30/20 and was released on 3/24/21. Neither Forbes nor SHOOK received a fee in exchange for rankings. Raymond James is not affiliated with Forbes 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 individual clients’ experience.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.