Spartanburg, SC (May 1, 2018) - Jeter Hrubala Wealth Strategies, LLC announced today the addition of Michael Estes as Financial Advisor. In this position, Estes’ responsibilities will include developing comprehensive financial plans, reviewing client portfolios, conducting investment research, and handling day-to-day operational needs of the company.
Beth Jeter Hrubala, CFP®, CRPC®, CDFA® is President and Owner of Jeter Hrubala Wealth Strategies. Hrubala has been a Financial Advisor for 18 years and is excited about the growth of the company. “I am very pleased to have Michael join our team. He provides valuable expertise and will help us continue to provide our clients with exceptional advice, unbiased guidance, and outstanding service. He also shares our belief that financial planning and investment management should be viewed holistically, and that our recommendations should consider life’s complexities and always be in our clients’ best interests.”
Estes holds the Series 7 and 66 registrations. Additionally, he is a candidate for CERTIFIED FINANCIAL PLANNER™ certification, having completed a rigorous curriculum and having passed the CFP® Board’s comprehensive exam.
“I am thrilled to join Beth Jeter Hrubala and Michelle Hoosier at Jeter Hrubala Wealth Strategies. The team is committed to serving clients with customized wealth management solutions with the support of Raymond James, a trusted partner and leader in the financial services industry for more than fifty years. I look forward to helping clients fulfill their goals alongside professionals who share my values.”
Estes attended James Madison University, where he graduated cum laude with a B.A. in Media Arts & Design with a concentration in Corporate Communications. Prior to joining Jeter Hrubala, he worked in sales and banking.
The office of Jeter Hrubala Wealth Strategies is located at 101 W. St. John Street, Suite 207 in downtown Spartanburg. Estes can be reached directly by phone at 864-764-1791 and via email at email@example.com.
About Jeter Hrubala Wealth Strategies
Jeter Hrubala Wealth Strategies is based in downtown Spartanburg, and with a team of advisors offers investment management and financial planning services to individuals, families, and small businesses through Raymond James Financial Services Advisors, Inc. As a locally owned and operated firm 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 solutions for clients. More information on the firm can be found online at bethhrubala.com or by calling 864-764-1789.
Contact: Beth Hrubala 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.