Beth Green, CFP® CPFA®
Login to view DISC.Beth Green is an experienced Financial Advisor at Raymond James, holding CFP® and CPFA® designations. She specializes in strategic financial planning, estate planning, and business succession for women and business owners. Beth earned her MBA from Georgia State University and has extensive experience in private banking and investment management.
Originally from Ohio, Beth now lives in Sarasota with her daughter. She is highly active in her community, serving on the boards of the Lakewood Ranch Business Alliance and CREW Sarasota Manatee. In her free time, she is an avid fan of college football and enjoys playing tennis and pickleball.
Unique fact: Beth was one of the most influential student-athletes in Wittenberg Universitys history, earning 10 varsity letters in basketball, volleyball, and lacrosse.
Read the full overview →How Beth shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Beth cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Other Raymond James Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.