Beth Chapman
Wealth Advisor
Beth Chapman is a wealth advisor at Mariner Wealth Advisors. With more than 15 years of industry experience, Beth works with a senior wealth advisor to provide comprehensive wealth management advice to clients. She also designs financial plans and investment proposals.
Prior to joining Mariner, Beth was a financial consultant at Wells Fargo Advisors. She also has experience as an investment administrator at Linsco Private Ledger, and she was an assistant vice president at CoreStates Bank, where she managed a commingled municipal bond trust fund.
Beth has a bachelor’s degree in finance from Boston University and a master’s of business administration with an emphasis in finance from Drexel University. She is registered with the Securities and Exchange Commission and has passed the Series 7 and 66 exams. Beth is also involved in her community as the treasurer for a women’s organization and as a volunteer at Operation Hope, where she teaches financial literacy to children.