About Me

Betsy moved to Charleston from Greensboro, NC in 2011 to work with Wells Fargo Advisors, and has over 20 years of investment and financial experience. Betsy was formerly a Registered Securities Representative and holds a Series 7, and a Series 66 State Registration.

Betsy began her financial career in 2000 with Morgan Stanley as a Financial Advisor and was trained in New York on Wall Street.  In 2003 she joined a Wealth Management Team at UBS –PaineWebber until she relocated to Charleston in 2011. She is a graduate of High Point University with a degree in Education, and previously worked for American Express and Allstate Insurance.

Betsy lives in West Ashley and enjoys antiquing and exploring the history of Charleston. She has a grown daughter and travels frequently to California to visit her.