Beth is Vice-President of Williams Wealth Management Group, Inc., a Registered Investment Advisor, and is separately a registered representative of LaSalle St. Securities, LLC  member FINRA/SIPC.

Beth has been providing wealth management services to clients as part of the Williams’ team since January of 2005.  A native of New York and resident of Bradenton since 1997, Beth is an alumnus of the University of South Florida, where she graduated Magna Cum Laude with a Bachelor of Science degree in Finance.  Beth holds the CERTIFIED FINANCIAL PLANNERTM designation.  The certification shows that Beth has met rigorous competency standards of education, examination, and experience.  Additional ethics and practice standards mean that CFP® professionals have agreed to put their clients’ interest center stage.   

Beth serves on the board of the Women’s Resource Center of Manatee and the board of the PACE Center for Girls, and is an active participant in Women’s Leadership Initiative of the United Way of Manatee County.  She is also a member of the American Business Women’s Association and the Sarasota Young Professionals group.  In her spare time she enjoys photography, reading, yoga, and spending time with her family.

Education
CFP® Professional Education Program – College for Financial Planning
B.S. Finance – University of South Florida

Registrations
Investment Advisor Representative –  Williams Wealth Management Group, Inc.
Series 7, 66
Life, Health, Variable Annuity

Member
Women’s Resource Center of Manatee board
PACE Center for Girls Board
American Business Women’s Association
Women’s Leadership Initiative
Sarasota Young Professionals

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3639 Cortez Road West, Suite 225 Bradenton, FL 34210
Tel: (941) 756-4500 Fax: (941) 756-4544 Email: Info@WilliamsWealth360.com

Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer
940 N Industrial Drive, Elmhurst, IL 60126-1131 Member FINRA/SIPC.
Advisory Services offered through Williams Wealth Management Group, Inc., a Registered Investment Advisor. Williams Wealth Management Group, Inc., is not affiliated with LaSalle St. Securities, LLC

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