portrait of Beth Head

About Beth

It is important for a financial advisor and client to get to know one another, so I would like to start by sharing my story with you.

My passion is to help investors make informed decisions with their money to help meet their savings and retirement goals. By understanding each client’s unique situation, I develop a strategy that replaces emotional decision making to focusing on long-term success. I become part of each client’s team of professionals, often working closely with their CPAs and attorneys.

In 2018, I left the corporate accounting world in search of a career that allowed me to serve...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Gardner-Webb UniversityMasters

Team Members

  • Ashley Butler
    Branch Office Administrator

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