Beth Dopking Neal
Sr. Vice President, Sr. Prosperity Advisor at Suncoast Equity Management, LLC.
- Role
- Sr Vice President, Sr Prosperity Advisor at Suncoast Prosperity Advisors
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Beth Dopking Neal
I joined CAPTRUST in January of 2026 as a principal and financial advisor. I specialize…
Experience
Sr Vice President, Sr Prosperity Advisor
Feb 2016 — Present · Tampa, FL, US
Education
University of Tampa - John H. Sykes College of Business
BS
Skills
- Asset Management
- Leadership
- Project Management
- Management
- Asset Allocation
- Banking
- Mutual Funds
- Microsoft Excel
- Social Media
- Retirement Planning
- Financial Modeling
- Finra
- Customer Service
- Equities
- Series 63
- Marketing
- Wealth Management
- Fixed Income
- Financial Analysis
- Bonds
- 401k
- Securities
- Public Speaking
- Investment Strategies
- Microsoft Office
- Finance
- Portfolio Management
- Bloomberg
- Strategic Planning
- Series 65
- Series 7
- Investments
- Strategy
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