Becky Gillette, CRPC®

As the daughter of a young widow who struggled to raise three daughters, Becky says she was instilled with a drive to succeed as well as empathy for the well-being of others. Professionally, her ease and proficiency in protecting client relationships comes from years of hard work and training.

Becky’s foundation in the financial industry is rooted in the 10 years she spent with Merrill Lynch as a trader and providing advice on portfolio allocations. In 2004, she went to Edward Jones as a Financial Advisor and grew her business to manage more than $50 million in assets. While at Jones, she served as a regional Compliance Liaison and as a member of the Leadership Team. Recognizing a desire to work closely with a select group of clients with whom she nurtured a long-standing relationship, she formed Great Lakes Financial in 2016; a registered investment advisory firm. As a Registered Investment Advisor (RIA), she was able to ensure her clients received advice that was free from conflicts of interest. Becky holds an impressive list of certifications and awards including the 2008 Rochester Business Journal’s “Forty Under 40” award, which recognizes up and coming talent in the Rochester area.