iStock_000018683493_Small.jpg

Blog

Rebecca Stroud, CFA, Rejoins AMDG Financial as Adviser and Wealth Manager

AMDG Financial is pleased to announce that Rebecca (Becky) Stroud, CFA, has rejoined the firm as an adviser and wealth manager. Stroud, 38, who first joined AMDG Financial in 2003, had previously assisted with client transactions and developed retirement projections.

In her new role at AMDG Financial, Becky Stroud will be focused on helping clients achieve their life and financial goals by providing holistic advice with a “client-first” perspective. Stroud, a St. Louis native, recently became a CFA charterholder and Registered Investment Adviser, and is excited to put her skills to work on behalf of clients.

“It’s a privilege to be with a company that creates unique strategies for each client,” said Stroud. “I believe in AMDG Financial’s wealth management approach and values, and I enjoy the team environment.”

“Over the years, Becky has worked hard to deepen her knowledge of investments and learn key strategies to help clients improve their financial positions,” said Wayne Titus, CPA/PFS, AIFA®, founding member of AMDG Financial. “We’re proud to welcome Becky back to the firm and look forward to working with her as she begins this new phase in her career.”

In addition to her CFA credential, Stroud holds a Bachelor of Science degree in Business Administration (with focus on economics and finance) from the University of Tennessee at Martin, and an MBA from the University of Missouri. Stroud resides in St. Louis and will work remotely with clients.

Click here to view previous news releases from AMDG Financial.

Subscribe to our blog!