Broker Check
Beth Deyo, CFP®

Beth Deyo, CFP®

VP - Operations

 We help our clients take ownership of their financial future with guidance and support.
— Beth A. Deyo

About Beth

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 PLANNER™ (CFP®) 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.

Do you have a favorite board or card game?

My friends and I love playing trivia!

Think of your favorite type of cuisine – what’s your favorite local restaurant serving that food?

I try to be very health-conscious but I love dining at Bonefish.

If you could be on any TV game show, which one would it be?

Supermarket Sweep!

Describe the most incredible view you’ve ever seen.

On my trip to Europe I experienced some of the most remarkable sights and sounds in the world.

What do you like on your pizza?

I’m a traditionalist so I love a great cheese pizza.

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, 24, 66
Life, Health, Variable Annuity

Community Involvement

Kiwanis Member
Leadership Manatee Graduate
Former PACE Center for Girls Board of Directors
Former Women’s Resource Center Board of Directors
Humane Society Volunteer