Meet Becki
Becki is a Sr. Wealth Advisor within the Regis Group and is based in New York, New York. She joined Mercer Advisors in 2026 bringing 13 years of experience as an advisor. Previously, she served as a Sr. Financial Advisor at Wescott Financial Advisory Group. Becki finds motivation in taking the stress of managing a family’s wealth off of their hands so they can spend time doing what they do best while she helps build, grow, and protect their family legacy. She earned a Master of Taxation degree with a concentration in Estate Planning from Villanova University’s Charles Widger School of Law and a B.S. degree in finance from Rutgers University. Becki is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst and holds the FINRA Series 65 license. Becki is a speaker at the National Association of Personal Finance Advisors (NAPFA) National Conference where in 2026 she presented “The Three Pillars of UHNW Planning: Integrating Tax, Estate, and Investments in a Real Life $100M Case.”
Becki’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Becki has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Multi-generational planning that aligns with your values and minimizes tax impact
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
At the heart of Becki’s approach is the belief that understanding wealth begins with understanding the people whose lives it touches. She builds enduring relationships and takes the time to appreciate the nuances of family dynamics, individual perspectives, competing priorities, constraints, and aspirations across generations. That depth of insight helps her anticipate needs, navigate complexity, and bring clarity and cohesion to consequential decisions. The result is advice and execution shaped not only by how a family can make the most of its resources, but by what matters most to them, reflecting their circumstances today, the relationships they value, and the legacy they hope to carry forward.
Becki in real life
What keeps you busy outside of work?
My husband is my best friend and we love to try new things; anything on the water, adventurous travel, and discovering exceptional food and wine along the way. We have a deep appreciation for music and the arts. And our Jeep — we love our Jeep.
Favorite thing about where you live?
My husband and I cherish our life in Riverton, New Jersey, which is a small-town, Main Street USA type of tight-knit community along the Delaware River that reminds us to savor the small things — like watching sunsets on the water, sunrises on the golf course, and drinking coffee on our front porch. We’re building our forever home and it brings us such joy. We also took sailing lessons and are hooked.
How do you give back?
My mentors have made a powerful impact on my life and I seek to provide that to others. I mentor younger advisors across multiple organizations to share knowledge and provide guidance that hopefully makes a meaningful impact on their journey. Helping others grow into their full potential is the greatest joy, and any small part I can play in that is valuable to me.
Becki’s snapshots
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