Beth Raymond, CFP®
Beth Raymond, CFP®

Vice President,
Financial Advisor

  • Cohasset, MA
  • Live simply, dream big, be grateful, give love, and laugh lots.
  • Honesty, humor, and humility

Financial Advisors

Beth Raymond is a financial advisor based in Boston, MA.

CAPTRUST welcomed Beth in 2021. She brings over 25 years of experience in the financial services industry to the firm. Beth works with individuals and multi-generational families on all aspects of financial planning. She enjoys assisting them to meet their financial goals and helping them navigate life’s many transitions.

Beth joined us from RINET Company—a fee-only wealth management firm—where she served as a director in the wealth planning group. Prior to joining RINET, Beth was the founding member, principal, and director of research and planning at Sandy Cove Advisors.

Outside of work she enjoys the outdoors, most especially biking, skiing, hiking, and golfing.

Education

  • Bachelor of Arts in economics and management from the University of Massachusetts
  • Certificate in accounting from Bentley College

Industry Designations

  • CERTIFIED FINANCIAL PLANNERTM

Industry Involvement

  • Committee Chair—Boston Estate Planning Council/Member Involvement Committee

News & Resources

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