Beth Brigadier

Client Service Manager

Beth Brigadier

About Beth

As client service manager, Beth is always looking for ways to enhance the experience that clients have with Buckingham and improve processes to help relationships run more smoothly. She knows that the work her team does to support advisors and clients in pursuit of their most important financial and life goals can make a significant difference in people’s lives – whether the issue in question is large or small, and whether or not it involves creative problem-solving to find the optimal solution.

In her role, Beth manages members of the Buckingham client service team who support offices in the western half of the United States. She also serves as the client relationship specialist for the firm’s Stanford office, a team she has been a part of for more than six years.

Beth came to Buckingham through the 2018 merger with Loring Ward, where she spent nearly a decade serving in client service roles, and she moved into her current position in 2019. Earlier in her career, Beth helped support operations first at another advisory firm and then at an asset-management platform that served financial advisors.

Beth earned a bachelor’s degree in business administration from California Polytechnic University, San Luis Obispo in 2003.

She 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.

Beth grew up in the San Jose area and currently live in Campbell, California. She enjoys watching reality TV, knitting and volunteering.