Beth Roché

CFP®

Financial Advisor

502.882.4611

Beth is a Financial Advisor with Meritrust Wealth Management and has been with the firm since 2017. She is dedicated to adding value and providing customized solutions to her clients. She listens to their needs and works with them to create a roadmap to achieve their short- and long-term goals. Her approach includes focusing on financial planning, technology, and the tools to help her clients get where they want to be.

Prior joining Meritrust, Beth assisted families with Eldercare, as well as estate and legacy planning. Working with these families helped Beth realize how important financial planning is for all families and it led her to become a financial advisor.

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

Ask me about:
  • Creating a financial plan to achieve your life’s goals
  • Landscape perennial gardening and my koi pond

Education
Professional Affiliations
Community Involvement
Registrations and Licenses
Related Services
Education
  • Bachelor of Arts Liberal Studies, Spalding University, Louisville KY
Professional Affiliations
  • Certified Financial Planner (CFP®) 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
  • Investment Management
  • Personal and Business Insurance Services
  • Retirement Planning
  • Women’s Wealth Services

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.