Originally from Mobile, Alabama Beth moved to New Orleans in 1985. She has over 37 years in the financial services industry. Prior to joining WealthHarbor she worked at various Wall Street firms, most recently at Raymond James. Beth spent 14 years at UBS Financial Services providing administrative/operational experience to a large Institutional Consulting team. She has worked extensively with money managers, custodial banks and plan administrators. Beth currently resides in uptown New Orleans.