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Beth Neal
Sr. Vice President, Sr. Prosperity Advisor at Suncoast Equity Management
About
Beth Dopking Neal is Sr. Vice President and Sr. Prosperity Advisor at Suncoast Equity Management in Tampa, Florida, where she specializes in developing advanced planning strategies for individuals and families to preserve and grow wealth. Her responsibilities include client relationship management, tailored portfolio construction, and leading the firm's charitable planning efforts, particularly for high-net-worth clients and family offices seeking customized solutions in large-cap growth equity strategies.
Beth's investment focus centers on large-cap growth equities and comprehensive financial planning, with a subject matter passion for charitable and philanthropic planning. At Suncoast Equity Management, her expertise supports clients with holistic wealth management across sectors, leveraging experience gained from managing approximately $250 million in assets for high-net-worth individuals and institutional accounts during her decade at Smith Barney/Morgan Stanley.
She holds a Bachelor of Science in Marketing from the University of Tampa's John H. Sykes College of Business, as well as the Uniform Investment Advisor (Series 65) license and CERTIFIED FINANCIAL PLANNER™ certification. Beth is recognized for her contributions to financial education and charitable initiatives, serving on local nonprofit boards and community organizations in the Tampa region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Suncoast Equity Management, LLC | Sr. Vice President, Sr. Prosperity Advisor | Feb 2016 to Present | Working hand in hand with our financial advisors, our portfolio management team, and outside partners, our goal is to craft truly customized plans that focus on security for families, business owners,... |
| Suncoast Equity Management, LLC | Relationship Manager | Feb 2016 to Oct 2022 | — |
| Morgan Stanley | Financial Advisor | May 2008 to Jan 2016 | Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportun... |
| Smith Barney | Intern | Apr 2006 to May 2008 | — |
| Peraza Capital & Investments, LLC. | Marketing Associate | Aug 2004 to Mar 2006 | — |
Education
University of Tampa - John H. Sykes College of Business
BS, Marketing
Skills & Expertise
Others at Suncoast Equity Management (6)
| Name | Role | Location |
|---|---|---|
C Cheeroke Townsend | Co-Portfolio Manager and Equity Research Analyst | Tampa, FL , United States |
 | Vice President of Business Development and Projects | FL , United States |
 | President | Tampa, FL , United States |
 | President, Suncoast Prosperity Advisors |Financial and Estate Planning Solutions| | FL , United States |
 | Sr. Vice President, Sr. Prosperity Advisor | Sanibel, FL , United States |
 | Relationship Manager | Odessa, FL , United States |
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