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Beth A. Correll, CFP®

Vice President, Wealth Advisor

250 W. 96th Street, Suite 300
Indianapolis, IN 46260

317-633-1729

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.

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EducationBS, Business, Indiana University School of Business, 1992
Credentials & LicensesCertified Financial Planner (CFP®),
Chartered Financial Analyst (CFA®), Level 1
Series 7, 24, 63, 66, Life, Annuity, Long-term Care, Firm Insurance Principal
Awards & RecognitionsMember, 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
InvolvementSt 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
PersonalBeth and John have 4 children and 1 grandchild