Beth has spent more than three decades in the financial services industry. Previously associated with Merrill Lynch and Smith Barney, Beth and her team joined RBC in 2019. Beth believes a trusted financial advisor is more essential than ever before. Together with her team, she values creating deep relationships with her clients and offering a holistic approach to wealth management for all their personal and financial needs. Many of her first clients, and their now-adult children, are still working with Beth today. Beth and her team’s commitment is to listen and understand the needs of her clients and then implement a strategy that meets the specific needs of each individual. Beth’s long history of success and experience has given her exceptional perspectives on helping clients achieve their goals. Beth has received numerous industry awards and ongoing recognition for her industry accomplishments. Beth was most recently named by Forbes Magazine, as a Best-in-State Wealth Advisor in 2022 and 2023 and a Forbes Top Women Wealth Advisor Best in State in 2022, 2023 and 2024.
A native of Tennessee, Beth is a graduate of Carson Newman University. Beth has been married to her husband Bill since college and has three sons and four grandchildren. Her oldest son Jake is a partner of The Dale Group at RBC. In her free time, Beth enjoys tennis, reading, scuba-diving and hanging out with family and friends.