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Precita Beatty-blakeney
Precita Beatty-blakeney
Vice President | Money Concepts
North Carolina, Charlotte, United States
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.
Precita Beatty-blakeney
Work Experience
President at
Money Concepts
June 2009 - Present
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
****************@moneyconcepts.com
Colleagues
Owner/Director MOMENTUMgroup
President
Vice President
President
Commissioned Officer
Manager
President & CEO
President
Leadership Board (2021, 2020, 2019, 2018, 2017, 2016, 2015) & President (2020, 2019, 2018)
Tax Consultant