Legacy Wealth Partners @ Raymond James

Contact Name: Beth A Correll, CFP®, CDFA®   
Phone: 317-795-1389
Email: [email protected]
Website: www.raymondjames.com/legacywealth

ITLA Women’s Caucus Sponsor 2019-2024. Beth is a Financial Advisor with 25+ years of experience, A CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst®, CDFA®. She is life & health licensed and Long-Term Care certified. Beth focuses her business on helping clients develop a comprehensive, long-term approach to achieve their financial goals. She is dedicated to helping clients navigate through significant life events, whether it be the birth of a child, a job change, divorce or the loss of a loved one. Beth provides clients with investment products and services for their specific financial needs, including retirement planning, estate planning, trust services, college planning and portfolio management. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James financial Services Advisors, Inc. Legacy Wealth Partners is not a registered broker/dealer and is Independent of Raymond James Financial Services. Beth A. Correll was a sponsor of the ITLA Women’s Caucus. The ITLA Women’s Caucus is not affiliated with and does not endorse the people, products or services of Raymond James. CFP Board owns the CFP® marks in the United States.