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Precita Beatty-blakeney

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Precita Beatty-blakeney

Vice President | Money Concepts

North Carolina, Charlotte, United States

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Precita Beatty-blakeney

Summary

Precita Beatty-Blakeney is a seasoned financial consultant with over 32 years of experience in the financial industry. As the President of P A B Consulting, Inc, she specializes in providing comprehensive financial consultation services to individuals and small businesses. Her approach is holistic, focusing on building long-term relationships with clients while helping them achieve their financial goals. Precita utilizes a unique three-step process that includes assessing clients' financial situations, creating customized financial plans, and offering ongoing consultations. Her expertise spans tax preparation, retirement planning, and wealth management, making her a valuable partner for those seeking financial stability. She has previously held a leadership position at Wells Fargo, where she developed strong client relationships and expanded market presence. Precita is known for her strong work ethic and commitment to client success, which sets her apart in the competitive financial consulting landscape.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Precita Beatty-blakeney

Work Experience

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President at

Money Concepts

June 2009 - Present

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Precita Beatty-blakeney

Education

Appalachian State University, BS, Communications

January 1982 - January 1986

Frequently Asked Questions about Precita Beatty-blakeney

What is Precita Beatty-blakeney email address?

Precita Beatty-blakeney's primary email address is ****************@moneyconcepts.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Precita Beatty-blakeney work for?

Precita Beatty-blakeney is a Vice President at Money Concepts.

Where Precita Beatty-blakeney graduated from?

Precita Beatty-blakeney holds a degree in null from Appalachian State University.

How can I directly contact Precita Beatty-blakeney?

To contact Precita Beatty-blakeney directly, you can use the email address ****************@moneyconcepts.com. Complete contact information is available upon registration with Muraena.

Who is Precita Beatty-blakeney?

Precita Beatty-Blakeney is a seasoned financial consultant with over 32 years of experience in the financial industry. As the President of P A B Consulting, Inc, she specializes in providing comprehensive financial consultation services to individuals and small businesses. Her approach is holistic, focusing on building long-term relationships with clients while helping them achieve their financial goals. Precita utilizes a unique three-step process that includes assessing clients' financial situations, creating customized financial plans, and offering ongoing consultations. Her expertise spans tax preparation, retirement planning, and wealth management, making her a valuable partner for those seeking financial stability. She has previously held a leadership position at Wells Fargo, where she developed strong client relationships and expanded market presence. Precita is known for her strong work ethic and commitment to client success, which sets her apart in the competitive financial consulting landscape.

Precita`s contact details

mail

****************@moneyconcepts.com

Colleagues

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Owner/Director MOMENTUMgroup

Kelvin L Dear

President

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Julie Settles

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Pam Rankin

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H Brock Harris

Commissioned Officer

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Denis Walsh

President & CEO

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Jon Wooten

President

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Jim Harris

Leadership Board (2021, 2020, 2019, 2018, 2017, 2016, 2015) & President (2020, 2019, 2018)

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Corey Miles

Tax Consultant

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