Becky Creavin, CFP

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Location: Melville, NY
Founded: 1952
Specialty: Wealth management

Becky Creavin, CFP
SVP Private Banker

Wells Fargo Private Bank

Wells Fargo Wealth Management is one of the nation’s leading providers of financial services to affluent clients, as well as to high-net-worth clients who are served through Wells Fargo Private Bank. Wealth management’s mission is to build enduring relationships on a foundation of sound, thoughtful and objective advice. Over the course of her 25-year career, Becky Creavin has developed a reputation for providing such advice for her clients. She believes that trust is at the center of all client relationships. She advocates for her clients, and fights for their interests as if she were fighting for the benefit of her own family.

QUICK TIP: “The devil is in the details. Don’t lose sight of them. You cannot be over-prepared.”

Creavin is known as a master networker. Together with her colleague Patricia Janco, she runs eight networking roundtables that are organized around a common interest. The group interaction creates a better understanding of the many dimensions of their respective businesses. Thus far, the pair has organized groups that focus on healthcare, women, LGBT, real estate, private business owners, private equity, corporate executives and family offices.