Becky Walen, AFC®, CFP®
SVP/Market Development Director
Listening to clients, understanding their needs, and developing comprehensive financial plans to help clients reach their goals is a responsibility and privilege for which I am grateful. As an Accredited Financial Counselor and Certified Financial Planner, it is very rewarding to work with an interdisciplinary team of professionals at Bell.
Away from the office, I enjoy gardening, reading, and spending time outdoors with my family. I also enjoy being involved in the community, with a specific interest in helping children and families through board service and volunteerism.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.