Beth Nori joined BFG Financial Advisors in October 2016 as an Associate after spending several years in the financial industry. She later moved into a Senior Client Service Associate role.
In this role, Beth works with the firm’s lead advisors, updating clients’ financial plans and assisting with recommendations for clients. She also attends client meetings and assists with the pre-meeting preparation and the post-meeting follow-up. Beth also serves as a member of the firm’s investment committee, where she assists in the selection of asset managers and investment vendors and partners.
Beth holds a Bachelor of Science degree from Salisbury University. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2020, and also holds her FINRA Series 7 (General Securities Representative) and her Series 66 (Uniform Combined State Law Examination) licenses through Kestra Investment Services, LLC.
Outside of work, Beth is a wife and a mother of two young children.
