Becky McIntyre

M.S., CFP® — Advisor

Joining the firm as an intern in 2022, Becky McIntyre began her career in financial planning at The Welch Group. As an Advisor, she helps clients navigate both significant transitions and everyday decisions that arise along their financial journeys. Whether their getting married, starting a family, entering retirement, or having grandchildren, one of Becky’s favorite parts of her job is experiencing life alongside her clients and celebrating or supporting them during each phase.

When she has the chance to travel, Becky loves to visit her family in Maine or spend time in Camden, Alabama.

  • Bachelor of Science in Finance and Marketing, The University of Alabama
  • Master of Science in Consumer Sciences with a concentration in Family Financial Planning and Counseling, The University of Alabama
  • Member, Estate Planning Council of Birmingham
  • Member and Former Career Development Chair, Financial Planning Association of North Alabama

Back to Team