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 observe, at present 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 marketing, and organizational processes that help the observe’s progress. As Vice President of Operations, Hoskins will likely be chargeable for managing all inner administrative operations, concierge companies and relationship administration and help general shopper expertise.
Beckwith brings over 19 years of economic companies 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 staff members. Earlier than becoming a member of the observe, Beckwith served in a number of positions at Raymond James’ headquarters in St. Petersburg, Florida. She was a transition specialist and offered advisors with sources and help to make agency and shopper 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 Companies Supervisor for the previous 3 years. She continues to work along with the whole staff to implement constant, environment friendly insurance policies and procedures that create a excessive stage of shopper service. She performs a crucial position in shopper onboarding, shopper decision, operational efficiencies, shopper and worker coaching, and worker administration. Hoskins is a graduate of Center Tennessee State College.
“These promotions acknowledge the great impression Heather and Julia have had on our observe’s progress and our repute for delivering Ritz-Carlton-level white glove shopper service,” stated 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 shopper expertise for which now we have proudly develop into recognized.”
About Wealth Methods Companions:
Wealth Methods Companions, a member of the Raymond James Monetary Companies community, is a boutique generational wealth administration staff. With places of work in Nashville, TN, and Sarasota, FL, the observe’s advisors work with households, retirees, entrepreneurs and high-net-worth people to instill confidence by making complicated monetary conditions simpler to know. For extra data, please go to www.raymondjames.com/wealthstrategiespartners/.
About Raymond James Monetary Companies
As of three/31/2022. Raymond James Monetary Companies, Inc. is a monetary companies agency supporting unbiased monetary advisors nationwide. Since 1974, Raymond James Monetary Companies Inc., member FINRA/SIPC, has offered a variety of funding and wealth planning associated companies 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 companies firm with roughly 8,200 monetary advisors all through america, Canada and abroad. Complete shopper property are $1.02 trillion. Further data is offered at raymondjames.com.
Securities supplied by Raymond James Monetary Companies, Inc., member FINRA / SIPC. Funding advisory companies supplied by Raymond James Monetary Companies Advisors, Inc. Wealth Methods Companions isn’t a registered dealer/seller and is unbiased of Raymond James Monetary Companies.
For extra data, contact Wealth Methods Companions at 941.413.0571. 400 Burns Ct., Sarasota, FL 34236.