Becky Creavin has spent her 25+ year career working with successful families and individuals on the issues that are most important to them. This includes helping them reach their personal financial goals by creating a family governance structure, establishing their legacy, providing financing, and developing an investment plan.
While Becky is known for her commitment to exceptional client service and for prioritizing client’s needs above her own, her technical skills are top notch. She has extensive experience in structuring and implementing personal wealth plans, hedging unwanted risks, and solving complex borrowing needs. These skills were honed during her tenure at some of the top financial institutions such as Wells Fargo, Deutsche Bank, Citi, and Bankers Trust where she has been repeatedly recognized for her accomplishments with her private bank clients.
She was a multi-year Chairman’s Council winner which recognizes the 10% of bankers globally. She was a SmartCEO Money Manager of the Year winner in 2015 and was named a Wells Fargo Diversity Champion in 2015. She has also been the recipient of Woman Achiever Against the Odds by the Women’s Fund of Long Island.
Becky is very active with not-for-profits. In addition to being a trustee at The Mary Louis Academy, she is actively involved with Island Harvest, the Nassau County Museum of Art, Cold Spring Harbor Labs, Viscardi Center, and North Shore Child and Family Guidance.