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Beth began her career in the Financial Services industry in 1984, and joined Merrill Lynch in 2012. As a Financial Advisor, Beth listens to her clients, focusing on their dreams and aspirations, and then offers Financial Solutions to help them meet their goals, based upon the client's risk tolerance, time horizon, liquidity needs, and overall investment goals.
As a Financial Advisor with the Certified Divorce Financial Analyst® designation, she helps clients build a wealth management strategy that can address their short term needs and long term objectives, while avoiding financial pitfalls during and after the divorce process.
She also helps her clients manage through challenging life transitions, like the death of a loved one, job loss, or divorce. She even volunteers her time to help single parents and children of separation and divorce who are struggling with the changes in their lives.
She fine-tuned her disciplined approach in her 25 year career as a technologist and consultant, mostly for Financial Services firms, where she specialized in listening to her client’s needs and then designed technical solutions to help them reach their business goals. Her additional consulting experience in the Utilities, Software, and Entertainment industries gives Beth broad perspective to apply to challenging situations.
Beth graduated with a B.A. in Economics from the University of Virginia. Beth lives in Richboro, Pennsylvania with her husband and their two sons. Her hobbies include hosting wine tastings, enjoying small live concerts, and staying warm in hockey rinks.
Certified Divorce Financial Analyst® and CDFA® are trademarks of The Institute for Divorce Financial Analysts.™
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800.875.1760
