portrait of Becky Roh

About Becky

As an Edward Jones financial advisor, I believe it’s important to understand what you’re working toward before you invest your money. I can help determine the most appropriate financial strategy for you and your family such as your retirement savings strategy, saving for a new home, education or a once in a lifetime vacation.

I began my Edward Jones career in 2015 as a branch office administrator in Taos, NM. Today, I am honored to serve as the financial advisor in the same branch. Prior to Edward Jones, I worked in the travel industry for 33 years. I specialized in...

Focus Areas

  • Sustainable investing
  • Wealth Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesMarch 2015 to Current

Education

  • Univ of New MexicoBachelor of Arts

Team Members

  • Keana Parker
    Branch Office Administrator
  • Marcia Shultis
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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