Your Support Team

Meet some of the friendly people who have the most direct contact with new and established advisors affiliated with H. Beck, Inc. Each and every one is committed to providing an exceptional advisor experience.

Meredith Conway

Transition Coordinator

Meredith's role as Transition Coordinator is to streamline the onboarding of new financial advisors. More >

Vanessa Robinson

Director of Licensing

Vanessa oversees the day-to-day operations of the Licensing and Transition teams and provides excellent customer service to our internal and external clients. More >

Clinelle Jean

Manager, Sales Supervision

Clinelle supervises the team that reviews advisors' business for suitability and trains advisors on direct business and trading processes. More >

Glen Jackson

Field Technology Consultant

Glen is responsible for training new and existing advisors on our technology platform, as well as making recommendations on all industry technology solutions. More >

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