MBA, SENIOR VICE PRESIDENT AND SENIOR PORTFOLIO MANAGER
Christina Fanelli-Becker is Senior Vice President and serves as a Portfolio Manager for Seacoast Wealth Management. Christina brings nearly twenty years’ experience and is responsible for the investment management of discretionary assets for individuals, institutions, trusts, foundations and endowments.
Christina is dedicated to helping clients establish clarity and ultimately gain confidence in their ability to achieve financial success. As a portfolio manager, Christina provides personal, customized investment expertise to clients by understanding unique financial goals and objectives. By understanding specific requirements concerning liquidity, income, funding, long-term growth, investment time horizons, return objectives and risk tolerance, Christina establishes a specific investment plan and strategy. She keeps abreast of trends and developments in the securities market to ensure prudent investment management.
Christina joined Seacoast Wealth Management in July of 2017. Prior to joining Seacoast, she worked for Regions Bank’s Private Wealth Management division for fifteen years. She earned her Bachelor’s Degree in Finance from the University of South Florida and MBA from Saint Leo University. Christina is currently a member of the CFA Society of Tampa Bay, Investments and Wealth Institute (formerly IMCA), and resides on the Investment Committee for the United Way Suncoast. Christina is currently a candidate in the Certified Investment Management Analyst (CIMA) program. She resides in Tampa with her husband and daughter.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investments Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit