PLEASE NOTE: Beth was included in the 2025 Forbes "Top Women Wealth Advisors Best-in-State" list, released on February 11, 2025. The list was developed by SHOOK Research based on a proprietary methodology that considers factors such as client service, industry experience, and assets under management for the period from September 30, 2023, to September 30, 2024. Out of 48,220 nominations, 2,436 women were selected. Neither Raymond James nor any of its advisors paid a fee in exchange for this award.

https://www.forbes.com/lists/best-in-state-women-advisors

Investment advisory services are provided solely through Keating Financial Advisory Services (KFAS) under a written agreement and according to the firm’s Form ADV Part 2A.
The content in this book and on this site is for informational purposes only and does not
constitute personalized financial advice.

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