Beth Neal is a wealth management financial advisor based in Tampa, FL.

Beth specializes in delivering customized wealth management and financial planning for individuals, families, business owners, and executives with complex financial needs. She brings together CPAs, attorneys, and other professionals to align strategies around what matters most to clients.

Beth began her career in the financial industry in 2005 and joined Suncoast Equity Management in 2016. She also spent more than a decade at Smith Barney/Morgan Stanley. Her experience spans client service and advisory roles, with a particular emphasis on charitable planning and complex wealth needs.

Beth graduated from the University of Tampa, earning her Bachelor of Science degree in marketing.

In her free time, Beth is involved in her community, serving on the Annual Giving Committee at Carrollwood Day School and supporting Quantum Leap Farm. She also enjoys spending time with her husband, a Captain for Hillsborough County Fire Rescue, and their two sons.