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Beth  Carloni

Beth Carloni

Branch Professional

Beth was hired as our receptionist in July of 2009. She is the first person to greet you on your way in, grab you your coffee the way you like it and direct your calls (after she checks in on your well-being and possible latest vacation news).

Beth assists Sally Wilkins with all her clients. In addition, Beth is in charge of sending out distributions, all check deposits, updating addresses and any other supportive duties when needed. Beth has recently taken on an operational supportive role to the office manager as well. Beth also takes care of our office supplies, copier needs, plant revivals and the overall cleanliness of the office.

Beth's career as a business assistant began after graduating Fisher Junior College with an associate's degree. Eight years later, she married and was a stay at home mother for her four children for 18 years. When her last child left the nest, going back to work was her plan. In her free time, Beth enjoys music, walking, weightlifting at the gym and most recently traveling.

Raymond James is not affiliated with and does not endorse the entities mentioned above.