Rebecca Hartnett joined BFG Financial Advisors in January 2012 as a client service associate. Becky has over 20 years of experience in the investment industry, having previously worked for companies such as Morgan Stanley and UBS.
While she is skilled at the technical aspects of her position, Becky notes that forming relationships with her clients and understanding their needs on a personal level is why she fell in love with the field of personal finance. As someone who is passionate about learning, the inclusive and collaborative culture within the firm keeps her excited to come to work every day and she’s always looking forward to learning something new from a colleague or client.
Becky holds a Bachelor of Arts degree in Sociology from University of Maryland, Baltimore County. She also earned her FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 66 (Uniform Combined State Law Exam), and Series 31 (Futures Managed Funds Exam) licenses.
When not in the office, Becky prefers the outdoors, constantly looking for new places to hike, camp, and explore. She is an avid traveler as well as reader, so destination and book recommendations are always welcomed.
