Beth Roché

Associate Advisor

502.882.4611

Beth is an Associate Advisor with Meritrust Wealth Management. She joined Meritrust in 2017 as a Client Specialist assisting clients with their administrative and technology questions and has subsequently transitioned to a full client service role focused on financial planning. She also serves a key role with the firm in assisting clients with their technology access and use of financial tools.

Beth’s prior experience assisting families with eldercare, estate and legacy plan development gave her a passion for helping clients develop a plan to care for their parents as well as planning for their own care.

Beth is a native of Bardstown, KY and has resided in Louisville for the past 25 years. Beth and her husband have 3 children and recently welcomed their second grandchild.

Ask me about:
  • Helping adult children manage their parents’ finances and healthcare needs
  • How to develop your own Koi fish pond

Education
Professional Affiliations
Community Involvement
Registrations and Licenses
Related Services
Education
  • Bachelor of Arts Liberal Studies, Spalding University, Louisville KY
Professional Affiliations
  • Actively preparing for Certified Financial Planner accreditation
Community Involvement
  • Atherton HS Parent Teacher Association Past President
  • Master Gardener
Registrations and Licenses
  • Series 65
  • Series 7
  • Series 63
  • Life Insurance License
Related Services
  • Personal financial planning

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.