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Beth Estabrook

Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Estabrook &amp; Company P.C.</span>
Intro Book
Seasoned financial professional with 20+ years of experience in financial services and strategic planning.
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Location
Baltimore, Maryland, United States, US
Skills
  • Customer Service
  • New Business Development
  • Strategic Planning
  • Budgets
  • Quickbooks
  • Show all
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Bio

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Topline AI
Beth Estabrook is a seasoned financial professional with 20+ years of experience in financial services, strategic planning, and budgeting. She holds a Bachelor of Business Administration degree from Towson University and has worked in various roles, including Financial Services Manager, Financial Assistant, and Financial Paraplanner Intern. She is a licensed Series 7 and Series 66 Investment Advisor and provides financial planning, retirement planning, and investment portfolio construction services.

Experience

  • Estabrook & Company P.C.
    • Director
      • Sep 2018 - Present

      Beth has been serving in the Financial Services Department at Estabrook & Company since 2008 as a licensed Series 7 and Series 66 Investment Advisor, as well as a licensed Life, Health, Accident, Property & Casualty Insurance Agent. She graduated from Towson University with a Bachelors Degree in Finance and Associates Degree in Accounting and now works in supporting families and business owners with financial planning, retirement planning, college planning, debt management, and investment portfolio construction, research and on-going wealth management. She also assists Jay Estabrook, Nathan Estabrook, Allan Randall, BillieJo Monk and Sue May in serving Financial Services clients and upholding investment disciplines in the Department such as active management, modern diversification, risk mitigation and holistic financial planning. She lives in Pennsylvania with Nathan and their two sons, Caleb and Connor. She loves traveling to Florida to spend time with family and enjoy the beach!

    • Director
      • Sep 2018 - Present

  • Estabrook & Company, P.C.
    • Financial Services Manager
      • Sep 2008 - Sep 2018
  • Young & Company, Co
    • Financial Assistant
      • Jan 2006 - Aug 2008
  • Ameriprise Financial Services, Inc.
    • Financial Paraplanner Intern
      • Jun 2005 - Dec 2005

Education

  • 2003 - 2006
    Towson University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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