Becky Epperly is an Investment Manager offering clients more than 20 years of investment and wealth management experience. Utilizing a team approach, she brings together specialists within investments, financial planning, credit, and estate strategies to create comprehensive portfolios. In her role, she is responsible for the strategic and tactical asset allocation within the investment portfolios. Becky prides herself with the ability to work within a wide range of clients’ backgrounds and personalities including international, high net worth, concentrated positions and executive compensation plans.
Becky holds herself accountable to recommend strategies with your goals and moral compass in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Her passion is in managing client relationships and helping them achieve their financial goals while increasing their financial literacy.
Adviser Representative, Truist Advisory Services, Inc.
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Becky is a member of the CFA South Florida Society chapter and resides in Fort Lauderdale, FL. When not reading about current markets and global affairs, she enjoys figure skating, hockey and outdoor adventures with her family.