Becky Neils, CFP®

Vice President

Becky is a Vice President at Robertson Stephens Denver office. Everything she does is meant to help clients understand their overall financial picture and help them toward their goals. She wants to get to know the clients and understand what is important to them.

Prior to Robertson Stephens, Becky was a Senior Financial Planner at Ratio Wealth Group. She also had a 24-year career at Charles Schwab, where she was a branch partner and, for most of her tenure, a Senior Wealth Advisor charged with portfolio management and all aspects of financial planning. Her passion is helping clients and their families with planning topics that include retirement, estate, college, charitable, long-term care, debt management, cash flow, tax, and any other topics that may come up in life.

Becky holds a Master’s degree from the University of Colorado. She also holds the CFP designation and is a member of the FPA of Colorado. Becky prioritizes spending time with her husband and daughter. They love hiking, biking, and almost anything outdoors. She also loves photography and travel.

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