The Team

Beth L. Deal Financial Advisory Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Travis Warren

Travis Warren

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science Degree in Business with a major in Finance, East Carolina University

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Our Staff

Roxanne Brittain

Roxanne Brittain

Operations Manager

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Qualifications

  • BBA, Montreat College 1998
  • 21 years with the practice of Beth L. Deal, CFP
Shane Black

Shane Black

Client Service Manager

Stephanie Reeves

Stephanie Reeves

Client Service Coordinator