Beth Nedelisky

Wealth Manager, CFA, CFP®

Beth Nedelisky is a Wealth Manager and Investment Committee member at Marotta Wealth Management with a special interest in estate planning, trust and endowment management, and investment management.

Beth earned a B.A. in Philosophy from Covenant College. Prior to joining the firm in 2005, Beth served as Director of Admissions for Covenant College. She has co-authored more than 30 articles on various financial planning topics, including estate planning and real estate.

Born in Africa, raised in Europe, and married in the USA, Beth understands world markets first hand.

She currently lives in Charlottesville with her husband and two daughters.


Credentials & Memberships

CERTIFIED FINANCIAL PLANNER™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

Chartered Financial Analyst ®

The Chartered Financial Analyst ® designation is the most respected and recognized investment management designation in the world.

For more information about this designation, see the CFA Institute website.

NAPFA-Registered Financial Advisor

This membership represents the highest standard of fiduciary duty in the financial services industry.

For more information about this membership, see the National Association of Personal Financial Advisors.


Specialties


Latest Articles

ABLE Accounts: Tax-Advantaged Savings for People with Disabilities
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ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.

#TBT Best Practices for Trusts, Foundations, and Endowments
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“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”

#TBT Common Endowment Mistakes
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When endowment funds fall victim to poor management, the results are as bad as they are far reaching. This 2016 article reviews the six most common pitfalls of endowments and how to avoid them.

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Recent Best of Articles

Best Practices for Trusts, Foundations, and Endowments

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Even if a committee has contracted with “prudent experts,” the Committee never delegates its fiduciary responsibility.

Fulfilling Your Fiduciary Duty as a Trustee or Board Member

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Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.

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