Beky returned to her hometown of Albuquerque after finishing as a four year letter winner in Women’s Basketball from the University of Oklahoma, where she also earned her degree. She joined Merrill Lynch Wealth Management in 2008. Volunteering extensively with non-for-profit organizations throughout her career, Beky gravitated towards a path that could further help support those missions. Her background in working with nonprofits and faith-based institutions allows her a unique lens into working with individuals for their wealth management needs. Beky takes the efficiency of institutional investing and scales that to create unique wealth plans for individuals and families. Aligned with industry recognized professionals, her team embraces modern integration into their wealth management planning for institutions and high net worth clients. Teaming with clients’ accounting and legal professionals, Beky helps coordinate strategies to provide resolution to complex institutional and personal estate planning issues. She works closely with multiple generations of ultra-affluent families, non-for-profit organizations, and for-profit institutions all across the country. Her methodology is to help clients discern and order their financial priorities and implement integrated strategies to advance their goals or mission.
As a basketball player, Beky was recognized with Big XII Academic Honors 2002-2006 and as Academic All Big XII 2004-2006, Dean's list 2004 and 2005; 4 consecutive NCAA appearances; Sweet Sixteen appearance in 2006; Big XII Conference Champion 2002, 2004, 2006; Regular season Conference Champion 2002 and 2006. Beky has supported and volunteered with the Student Athletic Advisory Committee, JD McCarthy Center for Children with Development Disabilities, Big Brother Big Sister, United Way, People's Anti-Cruelty Association - Animal Advocacy. She now supports the University of Oklahoma as a fan and through the Sooner Stiletto program.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
