Becky delivers quality administrative and operational services to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to help ensure they enjoy a quality client experience.
Becky also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in reviewing accounts. She holds Series 7, 63, 66, 9, 10 securities licenses, and life and health insurance licenses.
Her duties also include daily account trading, overseeing staff and office workflow, reviewing daily cash flow and incoming funds, and assisting clients with account-related questions. Before joining our team in April 2022, Becky was a Senior Registered Client Associate at Wells Fargo Advisors and has performed in operational and supervisory roles.
Originally from West Columbia, South Carolina, Becky lives in Cayce. In her free time, Becky enjoys fishing, gardening and spending time with friends.