Advisor profile


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Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • CERTIFIED FINANCIAL PLANNER practitioner (CFP)
  • Certified Long Term Care (CLTC)

Interests

*Boating

*Landscaping

*Home Renovations

*Community Outreach

Community participation

  • The Beth Dillinger Foundation, Board of Directors
  • PACE Center for Girls, sponsor
  • Police Athletic League, sponsor
  • Boys & Girls Clubs of Suncoast, sponsor
  • Ready for Life, sponsor
  • Feeding America, sponsor

Awards & recognition

  • Becatti Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Hall of Fame, 2018
  • Diamond Ring Club, 2006
  • Ameriprise Circle of Success, 2005-2021

Professional associations

  • Financial Planning Association

Honored to Receive Recognition

All of us at Becatti Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Becatti Wealth Advisors team and the great experience we work so hard to provide for our clients every day.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.