Spartanburg, South Carolina – Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, was recently named to the Forbes list of America’s Top Women Advisors. The list, which recognizes financial advisors from national, regional and independent firms, was released online April 21, 2020. This year’s Top Women Wealth Advisors list spotlights advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states.
Hrubala commented on this distinction: “I am honored to be recognized on this list with so many successful and impactful women whom I admire and greatly respect. I am thankful that my passion is also my profession, and that each day I am fortunate enough to assist clients in making smart financial decisions that can have a positive impact on their lives. I am grateful for the trust and support of my clients, my work team, and my family and friends.”
Hrubala, who opened Jeter Hrubala Wealth Strategies and affiliated with Raymond James in 2014, has more than 20 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds the CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CERTIFIED DIVORCE FINANCIAL ANALYST℠ designations. The team of advisors at Jeter Hrubala Wealth Strategies offer investment management and financial planning services to women and their families 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 is committed to helping clients navigate the complexities of investing and to providing financial guidance and customized wealth management strategies.
More information regarding Beth Jeter Hrubala or Jeter Hrubala Wealth Strategies, LLC can be found at www.jhwealthstrategies.com or by calling 864-764-1789.
To see the full list from Forbes: https://www.forbes.com/top-women-advisors
About Forbes ranking of Top Women Wealth Advisors
Source: SHOOKTM Research, LLC. Data as of 9/30/19. Forbes.com (April, 2020)
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,000 nominations, more than 1,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
About Raymond James Financial
As of 12/31/2019. Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $896 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. [Firm Name] 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®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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