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Kristie Beitler, Financial Advisor

FINANCIAL ADVISOR
Kristie L Beitler

10149 Two Notch Road, Suite A, Columbia, SC 29229opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Values and Faith Based Investing
  • Not-for-profit Organizations
  • Special Needs Financial Considerations

About Kristie

Throughout my career, I've worked with a diverse range of clients, from young professionals just starting their financial journey to retirees looking to preserve and grow their wealth. Having been in the financial industry for over a decade, I have developed a passion for supporting individuals, small businesses and non-profits achieve financial security and long-term success.

I take pride in listening with care to what matters most to each individual I meet with to ensure I am able to provide the most relevant and precise advice to support short-term needs and long-term aspirations. My approach is built on trust, transparency...

Work History

  • Edward JonesSeptember 2024 to Current
  • Carter Bank & TrustJune 2023 to July 2024

Personal Interests

  • Community Outreach
  • Pets
  • Spending Time with Family
  • Tai Chi
  • Wine Collecting/Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(803) 419-1998

Fax

(877) 222-6062

Office Address

10149 Two Notch Road
Suite A
Columbia, SC 29229opens in a new window

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