CoverProfile

Betsy Rector

Director, Senior Wealth Advisor

Dakota Wealth Management

United States, Montana, Billings

About Me

Betsy Rector believes that helping clients feel confident in their future is one of the most rewarding experiences. She works closely with clients in developing financial plans and portfolios that enable the accomplishment of long-term goals. She feels the advisor-client relationship is one that is built over time and founded on trust. Her primary responsibilities include serving her clients through financial planning, portfolio management, and investment research. A native of Billings, Montana, Betsy joined Billings-based Loveless Wealth Management in 2014. Loveless was acquired by Dakota Wealth Management in July 2022. Betsy earned her bachelor’s degree in Communication Studies from the Un
View more

Profile Information

Director, Senior Wealth Advisor

Dakota Wealth Management

Investment Team

Investor

Multi-Family Office

Billings

Montana

United States

May 15, 2024

More profiles to browse

Profile Photo
Timothy Melly
Director, Senior Portfolio Manager
Profile Photo
Joshua Crossman
Managing Director, Senior Wealth Advisor
Profile Photo
Peter Raimondi
Founder & Chief Executive Officer

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners