With more than 20 years of industry experience, Beth works with Jeff Schulte to provide comprehensive wealth management advice to clients. She also designs financial plans and investment proposals.
Prior to First Capital, Beth was a Relationship Manager with Cantor Fitzgerald Wealth Partners. She was also a Financial Consultant at Wells Fargo Advisors and an assistant vice president at CoreStates Bank, where she managed a co-mingled municipal bond trust fund.
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