Betsy Burt, Crpc™ Email and Phone Number
I joined Merrill in 2010 as a Senior Registered Client Associate and transitioned to my team's Business Manager in 2021. I coordinate team assignments, projects and key initiatives and help ensure the execution of my team's client service strategy. I hold the Chartered Retirement Planning Counselor™ designation and assist with my team's Retirement Plan business. I also hold the Series 7 and 66 FINRA registrations. I am a graduate of the University of Alabama with a degree in Finance. I am originally from Albertville, but now reside in Vestavia with my husband and our 2 sons, Campbell and Jay.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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Business Manager, Assistant Vice PresidentMerrill Lynch Wealth Management Jan 2010 - Present
Betsy Burt, Crpc™ Education Details
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Bachelor'S Degree
Frequently Asked Questions about Betsy Burt, Crpc™
What company does Betsy Burt, Crpc™ work for?
Betsy Burt, Crpc™ works for Merrill Lynch Wealth Management
What is Betsy Burt, Crpc™'s role at the current company?
Betsy Burt, Crpc™'s current role is Business Manager.
What schools did Betsy Burt, Crpc™ attend?
Betsy Burt, Crpc™ attended University Of Alabama.
Who are Betsy Burt, Crpc™'s colleagues?
Betsy Burt, Crpc™'s colleagues are Nick Boulton, George Moore, Kit Mastroberto, Cpfa, Crpc™, Jackson Williams, Cfp®, Cpwa®, Cepa®, Mary Delorenzo, Vania Laguerre, Richard Pettit.
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