Martina Beckum

Martina Beckum serves as Director of Operations for Lee Sipe & Associates and Serving Those Who Serve Wealth Management. She leads the practice's day-to-day operational strategy and oversees client service, trading operations, investment operations, account administration, and operational support across both organizations. Martina works closely with leadership to develop scalable processes, improve efficiency, and ensure the practice delivers an exceptional client experience.

In addition to leading the operations team, Martina oversees account opening and maintenance, cash reporting, portfolio trading support, annuity operations, and advisor support. She is responsible for implementing operational best practices, developing workflows and training programs, and managing key technology and process initiatives that support the practice's continued growth. Her focus is on creating efficient, service-driven operations that allow advisors to spend more time serving clients while ensuring every client interaction is handled with accuracy, professionalism, and care.

Before joining Raymond James in 2021, Martina was a Client Service Associate with Edelman Financial Engines and previously served as a Branch Operations Associate with Morgan Stanley.

Martina earned her Bachelor of Science degree from The Ohio State University and holds the Series 7 and Series 66 licenses.

She is passionate about operational excellence and believes that outstanding service begins with strong systems, empowered teams, and a commitment to continuous improvement. Through her leadership, Martina strives to create an exceptional experience for both clients and associates while supporting the practice's long-term growth.