Rfc Precita Beatty-Blakeney Rtrp (Ann)

Ann Beatty-Blakeney, RFC RTRP, has a diverse work experience in the financial industry. Precita (Ann) started their career in 1988 as a Vice President at Wachovia, A Wells Fargo Company, where they specialized in financial planning for small businesses and individuals. During their time there, they focused on building long-term relationships and expanding the client base. In 2009, Ann founded PAB Consulting Inc, a company dedicated to providing personalized financial planning services. Precita (Ann) aimed to improve the financial well-being of their clients by customizing financial plans to meet their present and future needs. Additionally, in the same year, Ann became the President of Money Concepts Capital Corp, where they adopted a holistic approach to wealth management by looking at the entire financial picture and customizing financial game plans specific to each client. Overall, Ann Beatty-Blakeney has valuable expertise in financial planning and a strong commitment to helping individuals and businesses improve their financial situations.

Precita (Ann) Beatty-Blakeney, RFC RTRP attended Appalachian State University from 1982 to 1986, where they obtained a Bachelor of Science degree in Communications. In addition to their academic achievements, they have also obtained several certifications throughout their career. These certifications include being a Registered Tax Return Preparer, which they obtained in January 1993 from the Internal Revenue Service. Precita (Ann) also became a Notary Public in March 1992. Furthermore, Precita has additional certifications as an FFM Agent Broker / Healthcare.gov Agent, obtained in January 2014 from the Centers for Medicare & Medicaid Services. Precita (Ann) is also an Insurance Agent for Accident, Health, Life, Variable Life & Variable Annuities in North Carolina and South Carolina. Additionally, they have acquired knowledge and expertise in Medicare / Medicare Supplemental Plans through AHIP. Finally, they are a Registered Financial Consultant, as recognized by the IARFC Register.