Betsy Rector

Director, Senior Wealth Advisor at Dakota Wealth Management

Betsy Rector believes that helping clients feel confident in their future is one of the most rewarding experiences. She works closely with clients in developing financial plans that enable the accomplishment of long-term goals.

Her primary responsibilities include client account management, trading, and investment research.

A native of Billings, Montana, Betsy joined Billings-based Loveless Wealth Management in 2014. Loveless was acquired by Dakota Wealth Management in July 2022.

Betsy earned her bachelor’s degree in Communication Studies from the University of Montana, Missoula, Montana in 2011. Betsy also holds the Accredited Investment Fiduciary® professional designation, a process which included, but was not limited to, formal training in investment fiduciary responsibility.

Timeline

  • Director, Senior Wealth Advisor

    Current role

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