Boca Raton

Serving Southeast Florida including Palm Beach, Indian River, Saint Lucie, Brevard, and Orange Counties. 

7284 West Palmetto Park Road
Suite 202-S
Boca Raton, FL 33433
United States
Get Directions
Phone:
561-447-8444
Toll Free:
866-553-9015
Fax:
561-235-5486

Jonathan Beitler

Jonathan Marc Beitler, Financial Advisor

Originally from Gaithersburg, Maryland, Jonathan learned the value of a dollar at a young age. His father, a distinguished dentist in private practice for over 43-years, made sure his son learned the meaning well. Work was not something to be afraid of growing up in the Beitler household. His father’s idea of summer jobs included working at a slaughterhouse and sod farm. This lesson continued as Jonathan worked to pay his way through college as a chain breaker at the train yard. It’s this understanding of hard work that Jonathan brings to your dining-room table each time he meets with you. 

“Make it easy to understand” is Jonathan’s philosophy to investing. If you have ever seen him present, you would know exactly what this means. His patient nature, choice of words, and confidence may be an extension of his degrees in Psychology. His wife jokes occasionally, “the doctor is in now” as Jonathan stems from a long line of Dr. Beitlers. Instead of counseling families and children, as he did for many years with Child Services for the State of Maryland, he now counsels retirees with their retirement planning needs and fears.

Jonathan’s dedication to his clients is visible by the relationships he has built. With nearly 18-years in the financial services industry, Jonathan knows that customer service must come first. Something he and his staff take great pride in. 

When not in the office, Jonathan and his family can be found enjoying the great outdoors. Quality time with his wife and 3 children is precious, and nothing is more peaceful than being in nature. "Keep close to Nature's heart and break clear away, once in a while, and climb a mountain or spend a week in the woods. Wash your spirit clean." Quote by John Muir. 

 

 

 

 

Staff

Kathleen Reeves

Operations Manager

Kathleen leads our team at the branch by providing oversight to client service, operations, and compliance. In her role as Operations Manager, Kathleen's primary responsibilities include managing client relationships and supervising the processing of the branch's daily work flow. With 22-years of experience in the financial services industry, an insurance license and several securities licenses, Kathleen joined NettWorth in 2009. 

Away from the office, Kathleen can be found enjoying the serenity that nature has to offer with her husband and three children. Combined with her passion of photography, the family enjoys vacationing at Yellowstone, Glacier, and Smoky Mountain National Park. 

 

Ruth Bubar*

Administrative Assistant 

 As the "face" of NettWorth's Boca Raton branch, Ruth is the first person clients see when they walk into the office or speak to when they call. In her role as Administrative Assistant, Ruth assists with the processing of the branch's daily work flow, coordinating the calendar, and managing client communication. In addition, she helps with event planning and non-trading-related customer service. 

After raising four terrific sons, Ruth re-entered the work force joining NettWorth in 2012. Ruth enjoys singing in the church choir, baking, and traveling with her husband. However, her greatest joy in life is spending time with her three grandchildren.

 

 

 

John Loftis

Administrative Assistant 

Graduating from Freed-Hardeman University with a bachelor's degree in business administration, John followed his major by entering the financial services industry and acquiring his Series 7 securities license. With over 20-years of experience, John joined NettWorth in 2014. In his role as Administrative Assistant, John assists with the processing of the branch's daily work flow and rigorous compliance functions. In addition, he helps prepare financial plans, client reports, and non-trading-related customer service.  A true Floridian, John enjoys bicycling, rebounding, and spending time outdoors.