After graduating with Honors from Wake Forest University, JoBeth began her career in the securities industry in 1993. She joined Merrill Lynch Wealth Management as a Registered Client Associate in 1997 and transitioned from a Registered Client Associate to a Financial Advisor in 2007. She is a Wealth Management Advisor, a Senior Vice President and a Senior Portfolio Advisor and holds the Certified Private Wealth Advisor^® (CPWA^®) designation and the Chartered Retirement Planning Counselor™, CRPC™ designation. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.  She and the team collaborate and have a strong commitment to excellence and integrity. JoBeth's mission is to help clients identify their financial needs and provide them with tools, which allows them to create and maintain the lifestyle they desire.  In her free time, JoBeth enjoys running, kayaking, playing piano, and taking dance lessons.  She is passionate about volunteering regarding her daughter’s rare disease and spending time with her family. She lives in Lewisville, NC with her two children, Evan and Karabeth.