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Beth Walters, CRPC

Senior Financial Advisor

Phone Number

(843) 357-5155

Toll Free

(800) 767-5386

Beth Walters, CRPC is a Senior Financial Advisor based in Murrells Inlet, SC.  She works with her clients to bring clarity and structure to their financial lives, particularly as they approach or transition into retirement. She focuses on building long lasting relationships grounded in trust, transparency and personalized advice. Her practice is built on a goals driven planning philosophy which helps her clients define what a successful retirement looks like for them.  From building sustainable income strategies to helping clients manage risk and preserve wealth, her goal is to simplify complex financial decisions and provide a clear path forward.

Prior to joining Wells Fargo Advisors, Beth spent over 6 years with Merrill Lynch and brings a comprehensive perspective to wealth management grounded in thoughtful planning and long-term guidance.  She has over 8 years experience in the financial industry.  Beth earned her Bachelor's degree in Account from Colorado State University, developing a strong analytical foundation that informs her structured and detail-oriented approach.  She holds the Chartered Retirement Planning Counselor (CRPC) designation.  

Outside the office, Beth enjoys time with her daughter, family and friends.  She loves traveling, the outdoors, exploring new restaurants and fitness.

Certificates

CRPC

Licenses

  • Series 7
  • Series 66
  • Life and Health Insurance

Education

  • Bachelor of Arts in Accounting
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