Becatti Wealth Advisors

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Lance Becatti, Private Wealth Advisor serving the Tampa, FL area - Ameriprise Advisors

Lance Becatti

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lance Becatti's website
Matthew Borasch, Associate Financial Advisor serving the Tampa, FL area - Ameriprise Advisors

Matthew Borasch

Associate Financial Advisor

Visit Matthew Borasch's website

Team

Andi Bair

Andi Bair

Practice Manager

Qualifications

  • Florida Life, Health and Variable Annuities License
  • Associate of Arts, St Petersburg College
  • Notary Public
  • Six Sigma Black Belt

Roles & Responsibilities

  • Chief Operations Officer
  • Client Experience Specialist
  • Business/Insurance Processing
  • New Business Opportunities
  • Celebrating 18 Years as a Team Member
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Nichole Blanton

Nichole Blanton

Client Service Manager

Roles & Responsibilities

  • Initial Client Contact
  • Client Experience Specialist
  • Practice Calendar Administrator
  • Meeting Preparation & Follow Up
  • Client Website Support
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Kelly Kifer

Kelly Kifer

Financial Planning Assistant

Qualifications

  • Associate of Arts in Business, Pittsburgh Technical Institute

Roles & Responsibilities

  • Client Experience Specialist
  • Case Preparation
  • Reports & Database Management
  • Celebrating 8 Years as a Team Member
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Adeline Hegedus

Adeline Hegedus

Administrative Assistant

Qualifications

  • 20 Years of Client Services Experience

Roles & Responsibilities

  • Client Experience Specialist
  • Meeting Preparation & Follow Up
  • Practice Calendar Administrator
  • Celebrating 4 Years as a Team Member
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Nena Garga

Nena Garga

Business Development Director

Qualifications

  • Bachelors of Arts in Broadcast Journalism & Political Science, Syracuse University

Roles & Responsibilities

  • Events Planner & Coordinator
  • Marketing Director
  • Website & Social Media Management
  • Ameriprise Q1 Top Volunteer 2018
  • Celebrating 3 Years as a Team Member
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