Jeter Hrubala Wealth Strategies

06/03/2026

We are excited to welcome our summer interns, Natalie Schulz and Ray Smith!

This summer, they will participate in Amplified Planning's Externship program, study for the Securities Industry Essentials (SIE) Exam, and gain hands-on experience in investment analytics, financial planning, and other projects.

We are passionate about investing in the next generation of financial professionals and look forward to sharing this experience with Natalie and Ray. Welcome to the team!

06/01/2026

Congratulations to Becca Mathis for being selected as a "5-Star Financial Planner" by Investment News!
https://www.investmentnews.com/best-in-wealth/best-financial-planners-in-the-us-5-star-financial-planners/266024

05/28/2026

A health savings account offers unique tax advantages that can make it a powerful addition to your retirement strategy. Discover how thoughtful planning can help you maximize its long-term potential:

raymondjames.com

05/26/2026

Introducing the 2026 Council Members for Women Financial Advisors Network! Supporting growth—both professional and personal—we look forward to another year of connection, collaboration and empowering women advisors across our network.
https://www.raymondjamesconnect.com/aiE-vA Beth Jeter Hrubala

04/15/2026

We are excited to officially welcome Courtney Hrubala as a Financial Advisor with Jeter Hrubala Wealth Strategies!

Since joining us in July 2025, Courtney has quickly become an invaluable part of our team. She has successfully completed her required exams and credentials and has participated in our training program with energy, professionalism, and a commitment to growth.

Courtney's favorite part of this profession is building meaningful relationships with clients and collaborating with our team to create thoughtful financial plans and projections that help clients move forward with clarity and confidence.

In addition to her role as Financial Advisor, Courtney will lead our marketing initiatives, manage our summer internship program, and support the team across a variety of strategic initiatives. https://www.raymondjamesconnect.com/a-Iq4L

04/09/2026

Gyles Headley from our team recently joined South Carolina Public Radio to discuss the rise of "finfluencers" and the growing influence social media can have on financial decision making. During the conversation, Gyles shared that "anyone can claim themselves as a financial expert online and not necessarily have any formal education or licenses," highlighting the importance of checking sources and seeking credible guidance.

While social media can spark awareness and curiosity, lasting financial success is built through thoughtful planning, personalized guidance, and a clear understanding of how your money aligns with your goals and values.

Financial decisions deserve more than a quick scroll.

southcarolinapublicradio.org

03/31/2026

We would love for you to join us at our upcoming Women & Wealth Educational Luncheon, "Savvy Women, Smart Investors," as we recognize Financial Literacy Month. It will be a thoughtful and engaging conversation focused on building financial confidence, making smart and informed financial decisions, and creating clarity for your future.

Wednesday, April 29, 2026 | 12:00pm – 1:15pm
The Piedmont Club, Spartanburg, South Carolina

There is no cost to attend but reservations are required. Please RSVP to Becca Mathis at [email protected].

03/29/2026

March is a special month.

It is a time to celebrate women, through International Women's Day and Women's History Month, and to recognize the impact women have across families, businesses, and communities.

At Jeter Hrubala Wealth Strategies, this month also carries personal meaning. It marks Beth's birthday and her mom's heavenly birthday, a reminder of the strong women who shape both our lives and our work.

We're proud to share that Beth Jeter Hrubala has been named a 2026 Forbes Best-in-State Top Women Wealth Advisor, ranking #5 in South Carolina, and recognized on this list for the fifth year.

We have the privilege of working with so many thoughtful and amazing women who are navigating important decisions and building meaningful lives. This recognition reflects those relationships and the trust our clients place in us every day. Thank you!

And, to all the women in our community, we celebrate you!! https://www.raymondjamesconnect.com/awyTSy

02/13/2026

Happy Valentine's Day from Jeter Hrubala Wealth Strategies! Valentine's Day is a time to celebrate the people who matter most. One meaningful way to care for those you love is to make sure your plans reflect your wishes.

Life changes quickly. Families grow, careers evolve, and priorities shift. A periodic review of your estate documents can help ensure:

~Beneficiaries designations are up to date
~Your Will reflects your current intentions
~Powers of Attorney and Healthcare Directives name the right decision makers
~Your financial legacy aligns with your long term goals

Thoughtful planning is an act of care and protection for the people you love the most. Valentine's Day is a great reminder to take a fresh look.

01/19/2026

Many families today are balancing support for aging parents while still caring for children, all while trying to protect their own financial future. In this season of life, planning goes beyond numbers. It's about intentionally clarifying priorities, understanding tradeoffs, and creating a sense of stability for everyone involved.

On NPR's South Carolina Business Review, Beth Jeter Hrubala provided insights about the Sandwich Generation and why it matters to your financial plan.

Grateful for the opportunity to share this important and timely conversation.

southcarolinapublicradio.org