Betsy Abney

Wealth Management Academy Assistant Advocate

Betsy Abney is a Wealth Management Academy Assistant Advocate at Avantax Wealth Management, where she provides leadership, organizational and technical education to empower wealth management assistants to add value within their firms and develop in their careers. Betsy creates and executes processes that deliver a consistently high level of client experience as well as provides basic operational support to drive efficiency for both affiliate wealth management firms and Avantax.

She began her career at Avantax in 2003, and has held a variety of positions in the Client Services and Operations departments during her tenure with the company, including roles in New Accounts, Cashiering, TOA and Document Services. Betsy entered the financial services industry in 1995 as a mutual fund trader and retirement representative for Fidelity Investments, where went on to hold positions as a service specialist in the mutual fund department, as a senior service specialist responsible for the training and quality monitoring of the mutual fund/brokerage service specialist group and as a retirement services team leader and project lead.

Betsy graduated from Amber University with a Master’s of Science in human relations and business. She is a registered representative and has passed the FINRA Series 6, 7, 9, 10 and 63 exams.