Experienced, holistic, comprehensive, and client focused, these are just a few words I took away from my conversation with Beth Bosworth. Beth is one of those individuals in our industry that we wish we could replicate and put everywhere. Beth is experienced and well versed within the industry, but also has a diverse set of experiences that allows her to relate and positively impact clients in the firm she works for.

After graduating from the University of Valencia in Spain, Beth has seen the big firm environment with Sun Trust and managing high-net-worth families monies there, to now working at an independent firm, Lakeview Capital Partners, who is pushing the independent advisory world forward.

And today we will push towards understanding the industry where it is today. And then where it will be tomorrow.