Becca Wilson
Assistant Director of Operations
Becca joined Retirement Solutions in October 2024 as Assistant Director of Operations. She is currently studying for her Series 7 through LPL Financial. Her duties are to support the CEO, CIO, and Director of Operations as they manage client portfolios, including client service, financial planning, reporting, trading, and research.
Becca was raised in Central Florida and studied at Rollins College. She graduated in 2018 as Valedictorian with a bachelor's degree in Economics, while playing Division II Women's Volleyball. After college, Becca spent over 6 years in the property and casualty insurance industry as an insurance underwriter and manager before joining Retirement Solutions. Outside of work, Becca enjoys spending time outdoors, playing pickleball and volleyball, reading, and going on walks with her dog, Finn.
