Heather Beckwith elevated to Chief Operations Officer and
Julia Hoskins turns into Vice President of Operations
Sarasota, FL. — January 30, 2023 — Wealth Methods Companions (WSP), a boutique complete wealth administration follow, right now introduced the promotions of Heather Beckwith to Chief Operations Officer (COO) and Julia Hoskins to Vice President of Operations. In her new position, Beckwith will oversee all operations, together with compliance procedures, advertising, and organizational processes that assist the follow’s development. As Vice President of Operations, Hoskins can be liable for managing all inner administrative operations, concierge providers and relationship administration and assist total consumer expertise.
Beckwith brings over 19 years of monetary providers expertise to this new position, together with 9 years at WSP. Previous to her place as COO, she served as Operations Supervisor and a key liaison between WSP’s shoppers and workforce members. Earlier than becoming a member of the follow, Beckwith served in a number of positions at Raymond James’ headquarters in St. Petersburg, Florida. She was a transition specialist and supplied advisors with sources and help to make agency and consumer transitions to Raymond James each easy and profitable. Previous to that, she managed a $10 billion platform and served as a compliance specialist.
Beckwith holds her FINRA Collection 7, 24, 53 and 63 licenses. She earned her bachelor’s diploma in enterprise administration from Tennessee Technological College.
With over 10 years of expertise in enterprise administration, administration and operations, Hoskins strikes into the position of Vice President of Operations after serving as WSP’s Consumer Providers Supervisor for the previous 3 years. She continues to work along side all the workforce to implement constant, environment friendly insurance policies and procedures that create a excessive stage of consumer service. She performs a important position in consumer onboarding, consumer decision, operational efficiencies, consumer and worker coaching, and worker administration. Hoskins is a graduate of Center Tennessee State College.
“These promotions acknowledge the great affect Heather and Julia have had on our follow’s development and our status for delivering Ritz-Carlton-level white glove consumer service,” mentioned WSP founder, Paul Allen, CFP®, MS. “I’m happy to see their duties develop as they proceed to be key drivers of the operational excellence and superior consumer expertise for which we now have proudly grow to be recognized.”
About Wealth Methods Companions:
Wealth Methods Companions, a member of the Raymond James Monetary Providers community, is a boutique generational wealth administration workforce. With places of work in Nashville, TN, and Sarasota, FL, the follow’s advisors work with households, retirees, entrepreneurs and high-net-worth people to instill confidence by making complicated monetary conditions simpler to grasp. For extra data, please go to www.raymondjames.com/wealthstrategiespartners/.
About Raymond James Monetary Providers
As of three/31/2022. Raymond James Monetary Providers, Inc. is a monetary providers agency supporting impartial monetary advisors nationwide. Since 1974, Raymond James Monetary Providers Inc., member FINRA/SIPC, has supplied a variety of funding and wealth planning associated providers by its affiliate, Raymond James & Associates, Inc., member New York Inventory Change/SIPC. Each dealer/sellers are wholly owned subsidiaries of Raymond James Monetary, Inc. (NYSE-RJF) a number one diversified monetary providers firm with roughly 8,200 monetary advisors all through america, Canada and abroad. Complete consumer belongings are $1.02 trillion. Further data is out there at raymondjames.com.
Securities supplied by Raymond James Monetary Providers, Inc., member FINRA / SIPC. Funding advisory providers supplied by Raymond James Monetary Providers Advisors, Inc. Wealth Methods Companions just isn’t a registered dealer/supplier and is impartial of Raymond James Monetary Providers.
For extra data, contact Wealth Methods Companions at 941.413.0571. 400 Burns Ct., Sarasota, FL 34236.