Beth Pollock
Wealth Advisor
About Beth
Beth Pollock is a wealth advisor with the Devins team in William Blair’s Private Wealth Management group. She joined the team in 2003 and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2011. Beth works with clients to identify and implement planning strategies to meet their specific needs and objectives. She consults on a wide range of topics, including retirement income planning, tax and estate efficiencies, philanthropic giving, and wealth transfer planning.
Beth holds a B.A. in communications from Boston College, and continues to be involved as a mentor in the BC Connections mentoring program. She also serves on the Professional Advisor Leadership Council for the Foundation for Metrowest, a community foundation assisting various charitable organizations in the Metrowest region of Massachusetts. Beth resides with her husband and two daughters in Sudbury, Massachusetts.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.