Beth Dopking Neal
Beth joined Suncoast Equity Management (“SEM”) in February 2016. In 2005, she 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 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. She and her two partners managed approximately $250 million in assets.
Beth is a graduate from the University of Tampa with a B.S. in Marketing. Beth currently holds the Uniform Investment Advisor (Series 65) license. Beth is a member of the Junior League of Clearwater-Dunedin and enjoys volunteering for Quantum Leap Farm, a nonprofit Therapeutic & Recreational Horseback Riding Program Serving Veterans, Civilian Adults, and Kids.