Beth Barton Client Service Representative Mission Wealth

Beth Barton

In by Mission Wealth

Beth Barton Client Service Representative (1)

Beth Barton

Senior Client Service Representative

Greensboro

(336) 676-6900

CONTACT BETH

"I find joy in the details and am dedicated to ensuring our clients' satisfaction. Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals."

Beth Barton is a Senior Client Service Representative at Mission Wealth in the Greensboro, North Carolina area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Beth's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Beth plays a crucial role in the success of Mission Wealth.

"I find joy in the details and am dedicated to ensuring our clients' satisfaction. Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals."

Beth Barton is a Senior Client Service Representative at Mission Wealth in the Greensboro, North Carolina area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Beth's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Beth plays a crucial role in the success of Mission Wealth.

Learn About Beth Barton

Professional Background

With over 30 years of experience in the financial industry, Beth has worked with both Fortune 500 companies and independent financial planning firms. Her expertise encompasses practice support, marketing, and client services, making her a versatile and valuable member of any team. Beth's extensive experience and commitment to excellence have helped her establish a successful career in the financial industry.

Personal Pursuits

Beth, along with her husband and rescued Labrador Retriever, calls Colfax home. In her free time, she enjoys spending quality time with her loved ones. Additionally, Beth has generously given her time as a literacy tutor to help others in her community.

Community Impact

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Beth Barton Volunteering (1)

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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