Beth Davies

Vice President of Retirement Plan Services at RTD Financial Advisors, Inc.

Beth Davies

Beth Davies

Vice President of Retirement Plan Services at RTD Financial Advisors, Inc.

Biography

Beth Davies is Vice President of Retirement Plan Services at RTD Financial Advisors, Inc. She works directly with business owners and executive staff to develop and monitor highly effective retirement programs for their organizations. Beth offers resourceful solutions to each client’s unique needs. She has earned the trust and confidence of clients and their other advisors with her depth of knowledge and perspective.

A pension practitioner since 1981, Beth was a shareholder at Stephen H. Rosen & Associates, Inc. When the firm was rebranded under United Retirement Plan Consultants, Inc. she served as Vice President of Retirement Plan Consulting. She was also Vice President of the former Pension Consulting Services, Inc. Beth has enjoyed mutual client relationships with RTD Financial Advisors, Inc. since its inception and was delighted to join the firm in October 2013.

Beth has earned the Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries and the Enrolled Retirement Plan Agent designation from the Internal Revenue Service. Beth was a faculty member of the former Institute of Employee Benefits in Philadelphia and has mentored many pension professionals in the vicinity. She has a Bachelor’s Degree in Accounting from Clarkson University in Potsdam, NY.

Active in the community, Beth has served on various committees in her church, local schools and the Girl Scouts of Central and Southern New Jersey. She resides in Burlington County, NJ and enjoys time with family and friends at her home on Swinging Bridge Reservoir in the Catskills. Married with two children and two Labrador retrievers, she enjoys boating, travel, and cultural events and is an avid reader.

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Overview
RelSci Relationships

72

Number of Boards

1

Contact Data
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Relationships
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Chief Executive Officer at Girl Scouts of Central and Southern New Jersey Inc.

Relationship likelihood: Strong

Chair, Board of Directors at Girl Scouts of Central and Southern New Jersey Inc.

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Vice Chair, Board of Directors at Girl Scouts of Central and Southern New Jersey Inc.

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At-Large Member, Board of Directors at Girl Scouts of Central and Southern New Jersey Inc.

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Member, Board of Directors at Girl Scouts of Central and Southern New Jersey Inc.

Relationship likelihood: Strong

Member at Large at Girl Scouts of Central and Southern New Jersey Inc.

Relationship likelihood: Strong

Member, Board of Directors at Girl Scouts of Central and Southern New Jersey Inc.

Relationship likelihood: Strong

Member at Large at Girl Scouts of Central and Southern New Jersey Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at US Lumber, Inc.

Relationship likelihood: Strong

Member at Large at Girl Scouts of Central and Southern New Jersey Inc.

Relationship likelihood: Strong

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Beth Davies
Vice President of Retirement Plan Services at RTD Financial Advisors, Inc.
Career History
Vice President of Retirement Plan Services
2017 - Current

RTD Financial Advisors, Inc. provides financial advisory consulting services. It offers Financial Life Planning, investment management, and employer retirement plans. The company was founded by Roy T. Diliberto in 1983 and is headquartered in Philadelphia, PA.

Boards & Committees
Member, Board of Directors
Current

THE GIRL SCOUTS OF CENTRAL AND SOUTHERN NEW JERSEY OFFERS AGE-PROGRESSIVE ACTIVITIES THAT EMPOWER GIRLS FROM DIVERSE BACKGROUNDS TO DEVELOP LEADERSHIP, EXPLORE INTEREST AREAS, LEARN THE VALUE OF COMMUNITY SERVICE, AND LEARN POSITIVE DECISION MAKING SKILLS.

Non-Profit Donations & Grants

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$1,000 - $4,999
2014

THE GIRL SCOUTS OF CENTRAL AND SOUTHERN NEW JERSEY OFFERS AGE-PROGRESSIVE ACTIVITIES THAT EMPOWER GIRLS FROM DIVERSE BACKGROUNDS TO DEVELOP LEADERSHIP, EXPLORE INTEREST AREAS, LEARN THE VALUE OF COMMUNITY SERVICE, AND LEARN POSITIVE DECISION MAKING SKILLS.

$1,000 - $4,999
2012

THE GIRL SCOUTS OF CENTRAL AND SOUTHERN NEW JERSEY OFFERS AGE-PROGRESSIVE ACTIVITIES THAT EMPOWER GIRLS FROM DIVERSE BACKGROUNDS TO DEVELOP LEADERSHIP, EXPLORE INTEREST AREAS, LEARN THE VALUE OF COMMUNITY SERVICE, AND LEARN POSITIVE DECISION MAKING SKILLS.

$500 - $999
2011

THE GIRL SCOUTS OF CENTRAL AND SOUTHERN NEW JERSEY OFFERS AGE-PROGRESSIVE ACTIVITIES THAT EMPOWER GIRLS FROM DIVERSE BACKGROUNDS TO DEVELOP LEADERSHIP, EXPLORE INTEREST AREAS, LEARN THE VALUE OF COMMUNITY SERVICE, AND LEARN POSITIVE DECISION MAKING SKILLS.

Investments
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RTD Financial Advisors, Inc. provides financial advisory consulting services. It offers Financial Life Planning, investment management, and employer retirement plans. The company was founded by Roy T. Diliberto in 1983 and is headquartered in Philadelphia, PA.

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