Beth Barton

Senior Customer Service Representative at Mission Wealth

Beth Barton is currently serving as a Senior Customer Service Representative at Mission Wealth since October 2022. Prior to this role, Beth held the position of Director of Client Services at Green Valley Wealth Management from September 2013 to September 2022 and also at Triad Financial Advisors from August 2009 to September 2013. Beth's experience in the financial industry includes being a Senior Marketing Manager at Lincoln Financial Group from 2004 to 2009, where Beth managed marketing functions for Lincoln Financial Securities. Before that, Beth worked as a Field Development Manager at Jefferson Pilot Financial from 1997 to 2004 and as a Senior Marketing Assistant providing support for field representatives.

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Timeline

  • Senior Customer Service Representative

    October, 2022 - present