Our Team of Advisors
REBECCA A. BEATTY - Investment Advisor Representative, Fiduciary, Federal Benefits Expert, & Life Insurance Specialist
Rebecca is the co-founder of B&B Wealth Advisors, LLC. She works directly with clients to help them understand their investment options, educate them on employer-sponsored benefit packages, and help them plan for the future. With a specialty in budgetary counseling, she seamlessly integrates both short and long-term solutions to create a blueprint for financial success using a holistic approach to ensure that the household financial goals are taken into account and factored into the retirement planning process. In her free time, she enjoys writing, reading and outdoor activities like volleyball, cycling and softball. She currently lives in Illinois with her husband and their pets.
BACKGROUND
Rebecca is an experienced financial professional with several years working as a financial advisor to both federal and civilian clients. She obtained her Series 65 license in order to better assist her clients in meeting their financial goals and has been working in the financial industry for over twenty years. She has held senior positions at B&B Wealth Advisors, Shankland Financial Advisors, and Wells Fargo.
EDUCATION
Rebecca holds a Series 65 License as well as a Life, Accident and Health Insurance License. She’s currently pursuing a Masters degree in Finance from the University of Illinois.
REGISTERED STATES
IL, MO, CA, IA, NC, SC, PA
JOHN A. BURNETT - Investment Advisor Representative, Fiduciary, Federal Benefits Expert
John is the co-founder of B&B Wealth Advisors, LLC. He has been helping federal employees understand their federal benefits since 2018 after several years of management in the hospitality industry when his career with the U.S. Armed Forces came to an end. Whether military or civilian, federal or private sector, he assists clients in all stages of their careers determine their financial goals, develop a plan for success and prepare for a meaningful retirement. His detail-oriented, regimented approach has been monumental in helping clients navigate their federal benefits and complete the necessary paperwork to begin their retirement. A beloved husband, father and brother, he enjoys reading, music and spending time with family. He currently lives in Illinois with his wife and children.
BACKGROUND
After enlisting with the U.S. Army, John completed basic training at Ft. Benning, GA before beginning his tour of duty at Hohenfels Army Base in Hohenfels, Germany. During his time overseas, he completed the training qualifications and was registered as a Combat Life Saver, Small Arms Master Gunner and Unit Level Armor. He went on to become an Expert Infantryman and completed the Primary Leadership Development Course before being promoted to Sergeant. After his promotion, he was transferred to Ft. Irwin, CA where he was medically discharged after being injured in the line of duty.
EDUCATION
John recently obtained his Series 65 License as well as several years of training on federal benefits in addition to his own experience with the U.S. Army. He also maintains his producer license in Illinois for Life, Accident and Health Insurance.
REGISTERED STATES
CA, IL, NC