Beth Nedelisky (CFA, CFP®)
Beth Nedelisky focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
- Estate Planning
- Investment Management
Additional Information
Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management.
Beth earned a B.A. in Philosophy from Covenant College. Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate.
Born in Africa, raised in Europe and married in the USA, Beth understands world markets first hand.
She currently lives in Charlottesville with her husband and daughter.
NAPFA Start Date
March 01, 2007