PROFESSIONAL PROFILE

Michael Beckett, CIMA®, CRPC®, is a Wealth Management Advisor with 22 years of experience at Merrill Lynch. Mike has a Bachelor of Science degree from the University of Delaware in Accounting and Finance. Mike focuses on the complex financial needs of high net worth clients by providing investment, estate and wealth transfer solutions, as well as, alternative investments, concentrated stock issues and business retirement plans.

Mary Beckett, CFP®, CRPC®, is a Wealth Management Advisor with 21 years of industry experience, the last 16 with Merrill Lynch. She is a graduate of the University of Delaware with a degree in Finance and has an MBA in Finance from Temple University. Mary focuses on all areas of client investment management, liability planning and insurance needs.

James Altieri, CFP®, CRPC®, is a Financial Advisor with 25 years of industry experience, the last 18 with Merrill Lynch. He is a Drexel University graduate with a Bachelor of Science degree in Accounting. Jim joins the Beckett Group to extensively expand the client and financial planning services offered to clients.

All three advisors earned the Chartered Retirement Planning Counselor designation which focuses on the pre- and post retirement needs of individuals including estate planning and asset management issues. The Certified Investment Management Analyst certification Mike earned is achieved through an intensive Wharton Business School curriculum and testing program that includes asset allocation, investment policy, manager search and selection, performance measurement and attribution, behavioral finance, risk management and ethics. Mary and Jim are Certified Financial Planners, a designation earned from a mastery of 89 topics in an integrated financial planning curriculum. These topics include principles of planning in the following areas: financial, investment, retirement, estate, income tax, asset protection and insurance.

Maureen Spaulding and Jennifer Rayford are Client Associates committed to exceptional service to the Beckett Group clients.

Maureen Spaulding and Jennifer Rayford are Client Associates dedicated to all client administrative needs. Maureen has been with the Beckett Group for 18 years. Jennifer joined the Beckett Group in 2006 with 11 years of financial industry experience at Merrill Lynch. She has her Bachelor of Science degree in Business Management. Maureen and Jennifer work together to assist clients with value added client services and special projects designed to enhance our clients' financial advisory relationship.

This highly qualified team provides marketing and administrative support and are a vital communication link with all clients. They assist clients with such services as Merrill Lynch On-Line®, Visa Signature® point programs, Total Merrill Visa, Web Bill Payment Program, Direct Deposit service and alternative statement delivery options. New services include the Loan Management Account (LMA) designed to provide clients with securities based borrowing options.

Drawing on our collective experiences and Merrill Lynch's global resources, the Beckett Group is able to provide personalized strategic solutions using a wide array of financial services including investment, retirement, estate and college planning. In conjunction with these services, we are supported by a wide range of specialists and top rated Merrill Lynch and independent research.