Becky Drake
Financial Planner @Prudential Advisors
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WORK HISTORY
Financial Planner @Prudential Advisors
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
EDUCATION
University of Maine
Bachelor of Science (BS)
University of Maine
Master of Business Administration (MBA)
SKILLS
ABOUT BECKY DRAKE
Life is constantly in motion. Because of the constant movement, financial decisions can…
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