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Beckie Doty

Wealth Manager
Beckie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Beckie brings to her clients more than 15 years of experience in the financial services industry. Prior to joining Creative Planning, she worked for a national investment advisory firm as a Senior Financial Consultant. Beckie has spent her entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Beckie and her husband Patrick have two children – Van and Rex. In her spare time, Beckie enjoys spending time with her family and riding her Tennessee Walking horse.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021