CONNECT

Address:

1700 East Putnam Avenue
Old Greenwich, CT 06870

Phone:

203-637-7239

Fax/Other:

203-698-2733

Beth F. Cutler

Beth F. Cutler

Senior Vice President - Investment Officer

 

Beth F. Cutler, Senior Vice President—Investment Officer, is one of the co- founders of Cutler and Andrews Financial Group of Wells Fargo Advisors in Old Greenwich, Connecticut.

Beth Cutler has more than thirty years of experience working with executives and affluent families to help clients with their investment planning. Her focus is Transitional Planning Serviceshelping clients plan for Retirement, Job Change, Selling their home, Divorce or deal with Death in the Family. She has built an excellent reputation within Greenwich helping clients achieve their long-term financial and retirement goals while developing client relationships for life. For many families, she advises three generations of investors. Ms. Cutler has a strong moral compass and her commitment to integrity has earned her many referrals. In business, she treats her clients how she wants to be treatedby trying to exceed her clients’ expectations. She always tries to provide an unparalleled service with sincerity and integrity. She is committed to work hard and tries to raise the bar in everything that she does.

Ms. Cutler has extensive experience assisting clients in developing and meeting long-term financial objectives. Ms. Cutler has many female clients and her approach is educational and supportive. “Women think of money as a means to their ends. Empowering women with financial information is our goal,” she said. Ms. Cutler says, “Our team takes the time to understand our client’s individual needs and timetables and then we speak thoughtfully to these issues. We have a knowledgeable and skilled investment team that has a holistic approach to investing and planning. We pride ourselves most on our outstanding customer service. Our investment team and administrative staff provide prompt attention as well as consistency, courtesy and efficiency. We treat our clients how we want to be treatedby trying to exceed our clients’ expectations. At Wells Fargo Advisors, we have the research, technology, and support to provide a first class experience. Our skilled team offers unparalleled service with sincerity and integrity.”

Previously she was a financial advisor with UBS Financial Services in Greenwich, Connecticut (2003-2008). Ms Cutler was Director, AIG Trading Group at American International Group (1994-2003), Vice President at Morgan Stanley and Co. in New York City (1984-1994) and a Money Market Trader at Shearson/American Express in New York City (1982-1984). Ms. Cutler has experience assisting clients in developing and meeting long-term financial objectives.

 

Ms. Cutler is active in community affairs. She has been an active member of Temple Sholom since her arrival in Greenwich in 1991 and has served on the Board, the Executive Board and as Head of the Education Committee. Ms. Cutler is a volunteer teacher at Greenwich Adult and Continuing Education, and an active member of the Mount Holyoke College Alumnae Association. She has also been a volunteer at Greenwich Academy and Brunswick School.

 

Ms. Cutler is a graduate of Mount Holyoke College in South Hadley, MA with a B.A in English Literature. She resides in Greenwich with her husband and her two children.

Phone 203-637-7231
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