About Us

    Becky is a Central Florida native with 30 years experience in banking and trust services.  She spent 25 years serving as a Trust Officer for several Florida banks and the last 13 years as a  Managing trust Officer with Raymond James Trust, NA.  She has served in the capacity of a Trust Officer where Raymond James Trust served as Trustee, Co-Trustee, Agent, Personal Representative and Custodian.  Her experience includes revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, foundations and settlement trusts.  


     Becky is a current member of the Central Florida Estate Planning Council and the American Association of Daily Money Managers.


     Becky lives in Central Florida with her husband of 25 years and their daughter, where they enjoy riding their horses and playing with their 5 dogs.  Becky's oldest daughter and granddaughter also live nearby.

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