Becky Lacey

Becky Lacey

Client Relations & Operational Support

A brief introduction

I provide administration support for Bob Luckett.

My role involves a wide variety of administrative tasks as well as processing new business and tracking right through to completion.

I also deal with the day to day office tasks; to include post, client database maintenance and queries from clients, providers or other business areas.

Background

I have worked for Independent Financial Advisers for 10 years, joining Monahans Wealth Management in February 2018.

Expertise

Client Relations
Supporting Advisor Functions

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