Beth Woodward is the Senior Director of Platinum Wealth Management of Buckhead and a distinguished financial advisor with nearly four decades of experience helping individuals and families make smart, informed decisions about their financial futures. Known for her strategic thinking and client-first mindset, Beth has earned the trust of multiple generations who continue to turn to her for steady guidance through life’s transitions.
Born and raised in Augusta, Georgia, Beth’s interest in investing began in childhood—a curiosity that evolved into a calling. She pursued her passion at the University of Georgia, earning a Bachelor’s degree in Business Administration from the esteemed Terry College of Business. That foundation launched a career defined by thoughtful planning, disciplined execution, and a deep understanding of how to work toward building lasting financial security.
Beth brings 39 years of experience to her role, during which she has witnessed—and successfully guided clients through—a wide range of economic environments. Her ability to anticipate market shifts and adapt strategies accordingly ensures her clients remain on track toward their long-term goals. Whether helping a family prepare for retirement, a business owner plan for succession, or a couple structure their legacy, Beth applies a comprehensive and strategic lens to every financial plan she creates.
At Platinum Wealth Management of Buckhead, Beth is not only a key advisor but also a foundational leader. She plays a vital role in shaping the firm's client experience, mentoring junior advisors, and fostering a culture of integrity, service, and excellence. Her approachable nature, paired with her technical expertise, allows her to break down complex financial concepts into clear, actionable strategies that resonate with clients.
Beth’s enduring relationships with clients are a testament to her dedication and consistency. She believes that great financial advice begins with understanding the whole person—not just their balance sheet—and she takes the time to truly listen, offering solutions that are tailored, thoughtful, and personal.
Outside of the office, Beth is a proud Georgia Bulldogs fan and an avid reader who enjoys getting lost in a good book. She also has a love for travel and is always eager to explore new places, cultures, and perspectives. Her curiosity, warmth, and enthusiasm for life mirror the qualities she brings to her work every day.
With her depth of knowledge, steadfast commitment, and a heart for service, Beth continues to be a driving force behind the success of Platinum Wealth Management of Buckhead—helping clients feel confident in their financial journey, no matter where they are in life.
