Caroline S. (Beth) Cox, CRSP
Financial Advisor and Director
Beth Cox brings over 27 years of wealth management experience to Cary Street Partners. Beth joined Cary Street Partners in July 2011 as a Financial Advisor and Director in the Johnson City, Tennessee office. Beth serves clients in northeast Tennessee, Virginia and western North Carolina.
Prior to joining Cary Street Partners, Beth served as Vice President with First Tennessee Bank, Trust and Investments for the past 10 years where she worked closely with institutional clients on the administration of retirement plans and custodial relationships. Before joining First Tennessee, she was a Retirement Services account manager for SunTrust and its predecessor firms.
Beth enjoys helping individual clients and their families with wealth management and estate planning. Beth has held the Certified Retirement Services Professional designation since the program inception in 1995. She served as committee member for the CRSP exam preparation through the Institute of Certified Bankers (ICB). Beth cares deeply for her clients.
Beth earned her BS at Longwood College in 1983. She currently serves as Treasurer of the Tri-Cities Affiliate Susan G. Komen Foundation, serving counties and towns in southwest Virginia, northeast Tennessee and western North Carolina. She previously served as Chairperson for the northeast Tennessee advisory committee and Board member of East Tennessee Chapter of the National Kidney Foundation. Beth and her husband live in Johnson City and enjoy spending time in the mountains of North Carolina.
Trust administration and a broad range of personal trust services are provided through referral arrangements with unaffiliated trust providers. Cary Street Partners LLC’s Financial Advisors and our financial and estate planners will work with you and your other tax and legal professionals to help you understand your estate planning options.
Individual Wealth Management Team
Tel: 423.328.1972
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