PROFESSIONAL PROFILE
Michael Beckett, CIMA®, CRPC®, is a Wealth Management Advisor with 25+ years of experience at Merrill Lynch. Mike has a Bachelor of Science degree from the University of Delaware in Accounting and Finance. Mike focuses on the complex financial needs of high net worth clients by providing investment, estate and wealth transfer solutions, as well as, alternative investments, concentrated stock issues and business retirement plans. Mike’s designations include a Certified Investment Management Analyst certification and Chartered Retirement Planning Counselor. He was also recognized February 2009 as one of the top advisors in New Jersey by Barron's Magazine. This honor is a testament to Michael's industry acumen, as well as the essential partnership he has with clients to help them achieve their financial goals and life aspirations.
Mary Beckett, CFP®, CRPC®, is a Wealth Management Advisor with 24 years of industry experience, the last 20 with Merrill Lynch. She is a graduate of the University of Delaware with a degree in Finance and has an MBA in Finance from Temple University. Mary focuses on all areas of client investment management, liability planning and insurance needs. Mary’s designations include a Certified Financial Planner, CFP® and Chartered Retirement Planning Counselor.
James Altieri, CFP®, CRPC®, is an Investment Associate with 28 years of industry experience, the last 20 with Merrill Lynch. He is a Drexel University graduate with a Bachelor of Science degree in Accounting. Joining the Beckett Group in 2008, he expands financial planning services to clients including his role as our annuity specialist. Jim’s designations include a Certified Financial Planner, CFP® and Chartered Retirement Planning Counselor.
Maureen Spaulding and Claire Burke are Client Associates committed to exceptional service to all Beckett Group clients. Maureen (shown far left in photo) is a Client Associate dedicated to all client administrative needs. Maureen has been with the Beckett Group for 20+ years. Maureen assists clients with value added services and special projects designed to enhance our clients' financial advisory relationship. Claire Burke (shown far right in photo) joins the Beckett Group in 2011 with two+ years of Merrill Lynch experience in the Retirement Group. Claire is fully licensed, has an Undergraduate Degree in Business and a Masters Degree in International Business.
This highly qualified team provides marketing and administrative support and are a vital communication link with all clients. They assist clients with such services as Merrill Lynch On-Line®, Visa Signature® point programs, Total Merrill Visa, Web Bill Payment Program, Direct Deposit service and alternative statement delivery options. New services include the Loan Management Account (LMA) designed to provide clients with securities based borrowing options and a fee waived American Express Accolades Card program.
Drawing on our collective experiences and Merrill Lynch's global resources, the Beckett Group is able to provide personalized strategic solutions using a wide array of financial services including investment, retirement, estate and college planning. In conjunction with these services, we are supported by a wide range of specialists and top rated Merrill Lynch and independent research.