Director, Charlotte, NC
Becky is the Senior Director of Business Development at Source Advisors. For over 16 years, Becky has successfully established a client list ranging from Individual property owners all the way to Fortune 500 companies. Combining experience in Finance and Real Estate for more than two decades, Becky has a broad understanding of the commercial real estate industry and Financial Planning, ranging from project conceptualization through cash flow and asset management. Prior to joining Source Advisors, Becky was a Financial Planner and Equity/Bond trader for firms such as Merrill Lynch and SSN, Inc. Becky held her Real Estate license in the state of Tennessee for more than 10 years.