Vice President Investments | Financial Advisor
Beth has over 25 years in the financial services industry. She believes that good financial planning and advice starts with strong customer relationships. Starting her career at EF Hutton as a Client Service Associate and later becoming a Financial Advisor at Smith Barney.
She provides her clients asset allocation and diversification by creating an individual financial plan custom tailored to cater to every investor’s specific needs. She is well known for giving personal attention to each and every client and considers all aspects of estate planning, taxes, investments, debt, savings, insurance as well as her clients personal goals. “I appreciate the ability to give personal attention to each and every individual client or institutional client and the ability to buy and sell securities based on those clients' personal needs.” Closely monitoring the markets, Beth ensures that she can recommend the best value in investments for her clients.
“I chose to affiliate with Gateway because, the research they provide is first rate and from independent sources. It allows me the opportunity to customize a comprehensive and personalized portfolio for each individual client.” Beth is known for being the humorist of the office; she has a great wit - one of the reasons clients are very comfortable in dealing with her.
She currently holds the following registrations Series 7, 63, 66 as well as Fixed/Variable Annuities and Life Insurance. She is a past member, Board of Directors for the LI Center for Business and Professional Women and has also published a children’s book in 2012 for her adopted son. She attended CW Post and currently lives with her husband Joe of 13 years their two children in Massapequa Park.