Sr. Client Services Manager

Throughout her career in financial services, Beth has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the highest level of dedicated service they deserve. She enjoys fostering close relationships with the families and individuals we serve and approaches each client request or question with a positive attitude and conscientious manner. Beth strives for excellence in serving our clients and managing the operational needs of our team. She is a great asset to our financial advisors, playing a key role in preparing reports, processing documents and managing administrative responsibilities.

Before joining our team in August 2019, Beth held the position of Assistant Vice President, Senior Branch Manager at SunTrust Bank.

Originally from Warren, Rhode Island, Beth has been a Florida resident since 2007. In her free time, she enjoys spending time with her family, traveling and outdoor activities. Beth also enjoys volunteering and giving back to her community. She has volunteered with the Junior Achievement Financial Literacy Program and is also involved with the UF Daytona Beach Gator Club.