Beth Green, CFP® CPFA®

Questioner
DISC Type : c

Financial Advisor at Raymond James

Sarasota, Florida, United States

Overview

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.

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Financial Planning for Women
Her professional focus is on assisting women in pursuing their financial objectives through strategic planning.
Business Owner Finances
As a business co-founder herself, she is passionate about helping owners with succession and estate planning, which she feels is often overlooked.
Community Leadership
She is actively involved in her local community, serving as president-elect of CREW Sarasota Manatee and on the board of the Lakewood Ranch Business Alliance.

Media Appearances

Beth has no verified media appearances

Work History

2-2024
Financial Advisor at Raymond James
5-2021
Director of Private Banking-SVP at Gulfside Bank
1-2019 - 5-2021
Wealth Advisor at BB&T
3-2016 - 12-2018
Financial Advisor at Morgan Stanley
11-2010 - 3-2016
Vice President at Morgan Stanley Private Bank

Education

1998 - 2001
Master of Business Administration (MBA) from Georgia State University - J. Mack Robinson College of Business
1990 - 1994
Bachelor of Arts (B.A.) from Wittenberg University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Sarasota, Florida, United States Job Level : Mid-senior Designation : Financial Advisor at Raymond James
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Insights For Selling To Beth

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beth is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Beth

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Beth move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Beth take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Beth

Personality Compatibility


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