Raymond James welcomes Alabama financial advisor managing over $140 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Barbie Beck to Raymond James & Associates (RJA) – the firm’s employee advisor channel –according to Gregg Stupinski, Southeast regional director for RJA.
Beck is based in Tuscaloosa, Alabama, where she is joined by client service associate Ana Mae Billingsley. Together they provide personalized financial services to clients including business owners, corporate retirement plans, families, individuals and retirees. Beck was previously affiliated with Morgan Stanley and managed over $140 million in client assets.
“Financial planning isn’t just about numbers – it’s about understanding people, their goals and what truly matters to them. My personal philosophy is people don’t care what you know until they know that you care,” said Beck. “At Raymond James, I’ve found a firm that shares my belief in building personal client relationships while offering the flexibility to create customized strategies that fit my clients’ unique needs. From its advisor-client focused culture to the incredible back-office support, the firm provides the stability, leadership and succession planning options that ensure my clients are looked after both today and for years to come.”
As senior vice president, wealth management of the practice, Beck offers more than 26 years of financial advising experience and most recently served at Morgan Stanley since 2019. She is passionate about cultivating long-term relationships with clients and working to remove obstacles that may hinder their financial goals.
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.59 trillion as of Jan. 31, 2025. Additional information is available at raymondjames.com.