Beth A. Correll, CFP®
250 W. 96th Street, Suite 300
Indianapolis, IN 46260
Beth Correll helps individuals and families,specializing in financial, retirement and eduction planning.
Beth has extensive experience in portfolio construction and design, performance measurement, investment review and analysis of asset allocation and equities. She has extensive training and qualifications to assist attorney’s through the financial aspects of divorce.
She joined the firm in 1998 as Vice President and a senior partner of the Bayley Investment Group and is a member emeritus of the Board Advisory Council. She began her financial services career in 1992 at Robert W. Baird & Co. as a registered assistant research analyst. Her professional experience includes positions at Trust Investment Advisors and Woodley Farra Portfolio Management.
|Education||BS, Business, Indiana University School of Business, 1992|
|Credentials & Licenses||Certified Financial Planner (CFP®), |
Chartered Financial Analyst (CFA®), Level 1
Series 7, 24, 63, 66, Life, Annuity, Long-term Care, Firm Insurance Principal
|Awards & Recognitions||Member, Indiana Society of Financial Analysts |
Associate member, Association for Investment Management and Research,
Five Star Wealth Manager, Indianapolis Monthly, 2012 & 2013, Member, Institute of Divorce Financial Analysts
|Involvement||St Vincent Hospital Foundation Board, 2007-2013 |
Vice-Chair, Finance Committee for St Vincent Hospital Foundation
Member, Seton Society at St. Vincent Hospital, Investment Committee for Second Presbyterian Church,
Member, Finance Council for Archdiocese of Indianapolis
Volunteer, Girl Scouts and PTOs that support her children's schools
|Personal||Beth and John have 4 children and 1 grandchild|