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Journey Strategic Wealth

Beth Brigadier

Director of Advisor Services

Bio

Beth has been in the financial services industry since 2005, and most recently worked at Osaic as Advisory Operations Director for their corporate RIA, Osaic Advisory Services. Before that, she worked at Buckingham Wealth Partners for 13 years. At Buckingham, Beth spent the first ten years on the TAMP side of the business before moving to the RIA side in 2019. As Director of Client Service for Buckingham Strategic Wealth, she was always looking for ways to enhance the experience that clients have with Buckingham and improve processes to help relationships run more smoothly. In her role, Beth managed members of the Buckingham client service team who supported offices throughout the country. She was also the client service support for the firm’s largest advisor for the last eight years.

Beth grew up and lives in the San Jose, California area. She earned a bachelor’s degree in business administration from California Polytechnic University, San Luis Obispo. Beth has been a member of the Junior League of San Jose since 2006. She previously has held several leadership and board roles with the organization, including communications director, executive vice president, and vice president finance. She enjoys watching reality TV, knitting, and volunteering.