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 and estate planning.
With more than 15 years of experience in the financial services industry, Beckie has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for a national investment advisory firm as a senior financial consultant.
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.
Articles by Beckie Doty
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