Beck Bode, LLC
Angel Williams Costanza serves as the Chief Operating Officer at Beck Bode, LLC, overseeing strategic direction and daily operations of the registered investment advisory firm. With extensive experience in client services, including a previous role as Director of Client Relationships at Beck Bode, LLC, Angel has successfully led teams across multiple locations, ensuring effective project management and alignment with organizational goals. Prior roles at Signet Investments included Senior Coordinator for Client Services, managing complex client relationships and account maintenance tasks. Angel began a professional journey at the Boys & Girls Club as SMART Girls Director, showcasing skills in program management and fundraising. Academic qualifications include an MBA from Salve Regina University and a BA in Social Sciences and Business Administration from Troy University.
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Beck Bode, LLC
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. Our clients’ successes are built on exceptionally personal experiences that embody a “hands-on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success. If there is one promise that we will make to you, it is this: we will do whatever we can to hold you to your commitment to stay the course. It begins with asking you to share with us your most cherished goals, and walking with you as you work toward achieving them. At times we may share some hard truths with you. We will also stand by your side and support you when you are most susceptible to making emotional decisions that are not for your long-term benefit. In fact, that is when we can be of greatest value to you: by helping you avoid the ‘one big mistake’ that may derail your entire financial plan.