We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Beth Rafferty

Senior Vice President - Branch Director

301-309-2623
Email |
301-309-2681

Beth works closely with clients to articulate and identify their financial goals and to create a comprehensive plan to realize them. She provides holistic wealth management solutions, allowing clients to align their finances with their stated goals. Beth has been in the financial services industry since 2000, starting at PaineWebber as an unregistered assistant. She joined RBC Wealth Management in 2004 and for almost 15 years worked on the complex management team, overseeing staff and operations. In the fall 2019, she joined the Rockville office as Branch Director. She is deeply committed to clients, advisors and their teams and provides the highest level of customized service to each in an attempt to exceed expectations. Beth has passed the Series 7, 9, 10 and 66 securities exams and holds the Virginia life and health insurance licenses.

She graduated from Mary Washington College (now University of Mary Washington), with a degree in Political Science. She is deeply involved in her community and children’s school and serves on the Alumnae Board of Georgetown Visitation. Born in Washington DC, Beth spent her childhood abroad, as the daughter of a now retired Foreign Service Officer. It planted a seed: Beth loves to travel and is committed to raising children who appreciate the beauty of other countries and cultures.

Beth currently lives in Great Falls, Virginia, with her husband JJ, children Trip and Kathryn and their beloved goldendoodle Sally.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Planning Consultant


advisor

Wealth Strategist


advisor

Divisional Annuity Consultant


advisor

Trust Consultant