Current Role and Areas of Expertise:
Beth joined Suncoast Equity Management in February 2016. She prides herself in developing meaningful relationships with clients to understand their needs and goals. She is responsible for constructing and implementing advanced planning strategies for individuals and families to preserve and build their wealth over time. Within the firm, each prosperity advisor is a subject matter expert and Beth’s passion lies in charitable planning.

Professional History:
In 2005, Beth began her career in the financial industry. She spent her first year as an Intern at Peraza Capital, LLC. She spent the next 10 years working with a team at Smith Barney/Morgan Stanley. Her roles as a Client Service Associate and Financial Advisor gave her a broad base of knowledge and experience working with high-net-worth individuals and institutions. Together, she and her two partners, managed approximately $250 million in assets.

Education and Personal Information:
Beth is a graduate from the University of Tampa with a Bachelor of Science in Marketing. Beth currently holds the Uniform Investment Advisor (Series 65) license. She also earned her CERTIFIED FINANCIAL PLANNER ™ certification. Beth is a member of the Annual Giving Committee at Carrollwood Day School and involved with Quantum Leap Farm, a nonprofit Therapeutic & Recreational Horseback Riding Program Serving Veterans, Civilian Adults, and Kids (quantumleapfarm.org). Beth enjoys spending time with her husband (a Hillsborough County Fire Rescue Captain) and her two sons.