Highly experienced and credentialed, Betty was a goals-based financial advisor for decades before it became a popular industry expression. Receiving her CERTIFIED FINANCIAL PLANNER™ certification in 1990, Betty was early to adopt a planning approach to her practice. Over time, her clientele has become as devoted to the planning approach, as Betty is devoted to them.
“When the recession began in 2008, I called our clients to see how they were doing,” Betty said. “To my surprise, they asked how I was doing. That’s what it’s about for me – appreciation for one another, and being there for my clients. Over the years, I’ve received more hugs than handshakes from clients. That reminds me of the role I play in their lives.”
For 25 years, Betty has customized holistic wealth management strategies for multiple generations of high-net worth individuals, family-owned businesses and nonprofit organizations. Today, she serves a loyal circle of physicians, business owners, women who are "suddenly single" due to widowhood or divorce, and the LGBT community.
Working alongside clients, Betty helps them identify the personal struggles and driving mechanisms that can help them pursue optimal 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 has been quoted on CNN/Money.com and in Virginia Business magazine.
Betty takes the most pride in being a client’s source of inspiration, guidance and financial acumen. Through her own personal tragedies and triumphs, Betty can help others experiencing life’s most challenging transitions – the loss of a spouse, divorce, career change and retirement. As a widow, divorcee and single parent, Betty has raised two children into adulthood and strives to be an advocate and 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 and market volatility.
Outside of the office, Betty’s energy is evident in several areas. An accomplished athlete, Betty has completed several triathlons and continues to compete today. She is also an active member of Richmond’s Church Hill community, where she helps to preserve and restore historic homes.
Raymond James is not affiliated with and does not endorse any of the organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.