Becky Lightman has extensive experience in advising high net worth and ultra high net worth individuals on all aspects of wealth management strategy, including investments, financial plans, investment allocations, manager selection, retirement planning and complex estate planning. Becky founded her own wealth management firm because she felt there were better ways to service her clients than the c
urrent offerings at big banks. Her goal for every client is to help protect and grow their wealth by listening carefully to what they need. Becky helps clients navigate complex life, business and planning decisions through a common sense approach. She understands the complexity of emotions and decisions that come with having wealth. Becky’s knowledge base is extensive, and she and her team have over 59 years of combined experience in the financial services industry. EXPERTISE
Becky and her team have brought together decades of institutional-level expertise from the world’s top private banking firms into a tightly managed, service-oriented, high touch practice. APPROACH
Lightman Capital does not have a one-size fits all approach. Our solutions are truly customized given the nature of our clientele. BIO
Becky has worked at bellwether Wall Street Firms, including Northern Trust, Credit Suisse, J.P. Becky was the Director of the Southeast and Mid-Atlantic division of the Global Family Office Group at Northern Trust, dealing regularly with clients and family offices with extreme wealth. Becky has been named as one of the top business leaders in Florida by the South Florida Business Journal. in American Studies from Yale University, where she graduated cm laude. at the University of North Carolina at Chapel Hill and has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts. She holds Series 63, 66, and 7 licenses. A native Floridian, Becky is a Director of the Yale Club of the Palm Beaches, a Yale admissions interviewer, and an active supporter of various community organizations. DISCLOSURE
No content published here constitutes a recommendation of any particular investment, security, portfolio of securities, transaction, or investment strategy. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. This video is for informational purposes only and are not a substitute for personalized advice. Consult your advisor about what is best for you. Any views expressed by us were prepared based upon the information available at the time and we are under no obligation to review or update our views. Changed or additional information could cause such views to change. Information may quickly become unreliable for various reasons, including changes in market conditions or economic circumstances.
