Rebecca Monroe Mathis Joins Jeter Hrubala Wealth Strategies, LLC
Spartanburg, SC (September 15, 2018) - Jeter Hrubala Wealth Strategies, LLC announced today the addition of Becca Monroe Mathis as Financial Advisor. In this position, Becca’s responsibilities will include developing comprehensive financial plans, monitoring client portfolios, business relationship development, and handling day-to-day operational needs of the company and its clients.
Becca joins the practice from Columbia Threadneedle Investments, a Boston-based asset management firm. During her eleven-year tenure with Columbia Threadneedle, Becca held roles in sales, marketing and supporting the South Carolina 529 College Savings Plan. Originally from Spartanburg, Becca graduated from Wofford College with a Bachelor of Arts in Sociology and holds the Series 7, 66 and state insurance licenses. She is currently pursuing her Accredited Asset Management Specialist designation.
“Becca’s valuable experience and her passion for helping others will be a great benefit to our clients,” said Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, and Financial Advisor with Raymond James Financial Services, Inc. “She is an excellent addition to our team and will allow us to continue to provide our clients with effective advice, unbiased guidance, and outstanding service.”
“I am delighted to join Jeter Hrubala Wealth Strategies,” said Becca Monroe Mathis. “I look forward to working alongside the team to assist clients in achieving their life goals.”
The primary office of Jeter Hrubala Wealth Strategies is located at 101 W. St. John Street, Suite 207 in downtown Spartanburg. Becca can be reached directly by phone at 864-764-1754 and via email at email@example.com.
Jeter Hrubala Wealth Strategies and its team of advisors offers investment management and financial planning services to individuals, families, and small businesses throughout the Upstate of South Carolina. As a locally owned and operated practice with the resources and support of broker/dealer Raymond James Financial Services, Inc., Jeter Hrubala Wealth Strategies has $150 million in assets under management and is committed to holistic and customized wealth management strategies for clients. More information on the practice can be found online at www.bethhrubala.com or by calling 864-764-1789.
Contact: Beth Jeter Hrubala, CFP®, CRPC®, CDFA®, at 864-764-1789 or firstname.lastname@example.org
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jeter Hrubala Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, FINANCIAL PLANNER™ and CFP® in the U.S.