Beth Neal Email & Phone Number
Financial Advisor @ CAPTRUST
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Beth Neal Location
- Tampa, FL, US
Beth Neal Work
- Financial Advisor @ (January 2026 - Present)
- Sr. Vice President, Sr. Prosperity Advisor @ Suncoast Equity Management, LLC (February 2016 - January 2026)
- Relationship Manager @ (February 2016 - October 2022)
- Financial Advisor @ Morgan Stanley (May 2008 - January 2016)
- Intern @ (April 2006 - May 2008)
- Marketing Associate @ Peraza Capital & Investments, LLC. (August 2004 - March 2006)
Beth Neal Education
- University of Tampa - John H. Sykes College of Business
BS (Marketing)
Beth Neal Skills
- Wealth Accumulation
- Investment Management
- Financial Services
- Asset Management
- Banking
- Customer Service
- Bloomberg
- Bonds
- Asset Allocation
- 401k
- Equities
- Finance
- FINRA
- Investments
- Investment Strategies
- Financial Modeling
- Financial Analysis
- Fixed Income
- Leadership
- Management
- Marketing
- Public Speaking
- Portfolio Management
- Mutual Funds
- Project Management
- Microsoft Excel
- Microsoft Office
- Series 63
- Series 65
- Securities
- Series 7
- Retirement Planning
- Wealth Management
- Social Media
- Strategic Planning
- Strategy
- Financial Reporting
- Microsoft Word
- Marketing Strategy
Beth Neal Summary
- Beth Neal, based in Tampa, FL, US, is currently a Financial Advisor at CAPTRUST. Beth Neal brings experience from previous roles at Suncoast Equity Management, LLC, Morgan Stanley and Smith Barney. Beth Neal holds a BS in Marketing @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Wealth Accumulation, Investment Management, Financial Services, Asset Management, Banking and more. Beth Neal has 2 emails and 1 mobile phone numbers on RocketReach.
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