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Beth Watkins, CMB, ADFA

Beth Watkins, CMB, ADFA

Administrative Representative

Elizabeth - or Beth, as she prefers to be called- has been in the financial services industry for 30+ years, and is currently the administrative representative for the firm. Beth attended Meredith College, and has received her Certified Mortgage Banker (CMB) and Associated Divorce Financial Analyst (ADFA) designations.

Beth got her start in the industry working at a bank, and the ability to help clients and financial advisors alike have driven her to make finances a lifelong career. She greatly enjoys hearing people's stories as she gets to know them and loves constantly learning and growing as the financial services industry shifts and changes.

Originally from Henderson, NC, Beth now lives in Raleigh. She loves crafts of all kinds and has tried her hand at a number of different activities, including wood turning, glass blowing, needlework, and knitting. her most recent endeavor has been painting, and she takes painting classes regularly.

Beth's love for helping others extends beyond the workplace. She's volunteered at camps for special needs children, served on the board of Rise Against Hunger, and worked with the V Foundation, which conducts medical research. Beth helps to support our management staff and advisors on a daily basis so that we can continue to help our clients succeed.