Beth Kraszewski, CFP®, CDFA®, CLU® is the President of Purposeful Wealth Advisors since January 2019. Prior to that, she served as a Wealth Manager & Executive Vice President at Keating & Associates, Inc. since April 2008. With a background in financial planning and wealth management, she has also worked at Northern Trust and Ehlert Financial Group, Inc. Beth started her career as a Financial Advisor Associate at INSPRO Insurance Agency after obtaining her education degree from the University of Nebraska-Lincoln in 2004.
KEATING
Who We Serve KEATING’s focus is on our advisor partners’ success. We are dedicated to supporting our advisor partners’ business strategies, as well as taking care of the day-to-day operational tasks required, so that they are left doing what they do best: helping clients to reach their goals. Our belief is that as long as we are providing exceptional service to our advisor partners, we are positioning them to provide their own exceptional service and expertise to their clients. How We Serve Each of our affiliated advisor partners serves a diverse range of clients. Each group has different, and equally important, needs. Our highly skilled and experienced staff cultivates relationships with our advisor partners to help best serve each individual client. As an entrepreneurial company, we have worked hard to create a culture where work-life balance is not only expected but encouraged. Our goal is that this provides our advisor partners with the freedom to serve their clients, and themselves, holistically and completely. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm. Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. and Keating & Associates, Inc. Keating & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.