Becky Epperly

Becky Epperly
Investment Manager

9600 Collins Ave

2nd Floor,

Bal Harbour, FL 33154-2202

About me

Background

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.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA – International Business
Florida Atlantic University 2013
BASA – Economics and Finance
Shippensburg University 1998

Personal Interests

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.

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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