Beth Rosner Conklin

Employer firm

Paces Ferry Wealth Advisors, LLC CRD 300057

$491M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 01/2024
  Chappell Financial Group, Llc
  Atlanta, GA
• 01/2024 → Present
  Paces Ferry Wealth Advisors, Llc
  Atlanta, GA

Other Businesses

Robert M. Rosener, LLC. The business is not investment related. 4309 Village Oaks Lane, Dunwoody, GA 30338 Life & Disability insurance Agent January 2015 Zero hours I am listed as an agent on some insurance policies that my father sells as part of his business succession plan for when he is no longer workings.

Designations

• Chartered Financial Consultant

Other Names

• Beth Michelle Rosner
• Beth Michelle Conklin