portrait of Becki T Anderson

About Becki

From as long as I can remember, I wanted to be an engineer when I grew up because I loved solving puzzles and finding new strategies to make life simpler. I became deeply interested in what makes humans do what we do. I am a lifetime learner of psychology, philosophy, science and economics.

I graduated from the University of Central Florida with a BS in technical education and industry training. I love taking complex topics and making them easily understandable for anyone interested in learning.

I became a financial advisor because I am passionate about helping people live human centered lives...

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Portfolio Reviews

Work History

  • Edward JonesSeptember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Univ of Central FloridaBachelor of Science

Personal Interests

  • Camping
  • Genealogy
  • Golfing
  • Health & Nutrition
  • Volunteering

Team Members

  • April Hensley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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