RAYMOND JAMES - Key Persons
Job Titles:
- Member of the Your Team
- Practice Business Manager
Beth is known for her thoroughness and accuracy in helping our clients resolve any issues they have. Over many years, she has earned a reputation for being exceptionally reliable, responsive and accountable. Those qualities provide for a smooth and enjoyable client experience and provide confidence and continuity in the client relationships Beth has been serving. Beth also greatly assists our team and plays a key role in preparing reports, processing documents and handling administrative duties.
Before joining Raymond James in 2014, Beth worked at JPMorgan Private Bank for 20 years in various capacities, including client service coordinator, client service associate, investment assistant and investment associate. She earned a bachelor's degree in finance from the University of Louisville.
Beth is a Louisville native and lives here with her husband and two children. She is a member of Keneseth Israel Congregation, where she serves on the board and as treasurer of the Sisterhood at Keneseth Israel Congregation.
In her free time, she enjoys outdoor activities with her family, such as hiking and tennis and even adventurous pursuits such as sky diving and hang gliding.
Job Titles:
- Chartered Financial Analyst
- Member of the Your Team
- Partner, Harmony Wealth Partners Financial Advisor, RJFS
Richard is a Chartered Financial Analyst (CFA®) and has 33 years of experience in the investment management industry. The Chartered Financial Analyst® credential is considered by many industry peers to be the most respected and recognized investment designation. Over the course of his extensive career, Richard has developed the skills needed for in-depth security analysis, portfolio construction and management tailored to each client's needs.
As an investment specialist, Richard derives great satisfaction from helping clients adopt and adhere to investment strategies designed to pursue their individual and family goals. He has long been fascinated by the intersection of the capital markets and individual investor - which drives his passionate and thoughtful approach to selecting investments and building portfolios for our clients. Before establishing Harmony Wealth Partners in 2014, Richard served as Executive Director and Investment Team Lead at JPMorgan Private Bank; Senior Vice President and Investment Director at PNC Wealth Management; and Portfolio Manager at Hilliard Lyons Investment Management Group - all based in Louisville.
Earlier in his career, he served as an equity analyst at Johnston, Lemon & Company in Washington, D.C., Treasurer of Geneva Steel Blanking Company in Youngstown, Ohio and equity analyst at Dean Investment Associates in Dayton, Ohio. Prior to his career in the financial services Richard earned a bachelor's degree in economics from Washington & Lee University and an MBA from Georgetown University.
Dedicated to serving his community, Richard served on the board of the Kentucky Public Employees Deferred Compensation Authority for nearly eight years, and has participated for many years in Big Brothers Big Sisters of Kentuckiana in several capacities, including mentor, big brother and board member.
Originally from Youngstown, Ohio, Richard lives in Louisville with his wife, Anne. They have two adult children, Rye and Henry.
Job Titles:
- Member of the Your Team
- Certified Investment Management Analyst
- Partner, Harmony Wealth Partners Financial Advisor, RJFS
Travis is a Certified Investment Management Analyst® (CIMA®) and has more than 36 years of experience in the financial services industry. He is passionate about helping people visualize their financial future, developing strategies designed to pursue their goals, guiding them along the way and helping them avoid the emotional decision-making that is often part of typical investor behavior.
Travis strives to know his clients on a deeply personal level, to gain a greater understanding of them and to offer highly relevant advice for all aspects in their financial lives. He believes this enables his clients to best benefit from his experience, resources and dedication to helping them. Before establishing Harmony Wealth Partners of Raymond James in 2014, Travis' prior experience includes JPMorgan Private Bank, Navian Capital and PNC Institutional Investments. He earned an MBA from Xavier University and a bachelor's degree from West Virginia University.
Throughout his career, Travis has served on the boards of numerous community organizations including as board member on the Oldham County Community Foundation and as a board member of the Oldham County Economic Development Authority.
Travis lives in Prospect with his wife, Lana. They have two adult children, Carly and Mason. In his free time, Travis enjoys scuba diving, fishing, sailing, hiking and traveling to visit Carly and Mason.