About Regina Beatty

Meet Regina

A financial professional for over 25 years, Regina specializes in Financial Planning for successful business owners and their families. Areas of particular expertise include all facets of business succession planning and coordinated estate/legacy planning strategies. With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan.

Soon after joining Osaic FA (formerly Lincoln Financial Advisors), Regina became one of sixty-five financial planners in the country invited to join Sagemark Consulting Private Wealth Services1 (an elite group within Osaic FA). Soon thereafter, she then became one of nine Advanced Select Members of the group, demonstrating advanced skills in financial planning for clients in the very high net worth category. As a Business Intelligence Institute (BII)2 Specialist and member of the BII Leadership Team, she helps bring creative design ideas to her clients in all areas of business owner planning.

In 2020, with a strong desire to bring even deeper resources to her clients and to serve Southwest Florida families, Regina and her team joined Heritage Financial Consultants, LLC. As a partner of Heritage, and with devotion to her clients, Regina will play a key role in the ever-evolving financial planning strategies not only for business owners, but also high net worth families.

Regina holds a bachelor’s degree from Duquesne University, and is a “student of the business,” and has earned the CERTIFIED FINANCIAL PLANNERTM Practitioner (CFP®) certification, as well as the CRPC®, Certified Retirement Planning Counselor designation. Specializing in Business Succession, Regina also holds the CBEC™ 3 designation through Pinnacle Equity Solutions.

Regina was named a Five Star Wealth Manager4 by FSP on 1/1/2022 for the time period of 5/10/2021 through 11/12/2021, and has previously received this award every year from 2015-2021. Regina compensated Pittsburgh Magazine to promote the award. Regina was awarded the Circle of Excellence5 by Women in Insurance and Financial Services (WIFS) on 9/30/2022 for the calendar year 2022. She has previously received the Ruby status of this award in 2014 and 2015 and Sapphire status in every year from 2016-2022. Regina continues to pay it forward, mentoring, coaching, and presenting at many venues for those in financial services. In addition, Regina serves as a board member, and is currently Immediate Past Chairman of the Board for The Resource Group6 within Osaic FA, representing the top advisors across the country.

Regina gives back to her community by being an active member of Rotary, and by serving on the Board of Directors for Greensburg Community Development Corporation and the Westmoreland Symphony Orchestra as Treasurer. In addition, Regina volunteers, supports, and serves on committees for many organizations, most recently participating in a “Giving Circle” through the Community Foundation of Westmoreland County – helping fund solutions to help solve specific community crises. Regina also gives back to the community-at-large with financial education workshops.

Regina, and her husband, Darren, enjoy traveling, playing golf and tennis, and spending time with their family.

Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.

Certifications

 

  • Chartered Retirement Planning Counselor (CRPC®)
  • Certified Business Exit Consultant (CBEC®)
  • CERTIFIED FINANCIAL PLANNER TM Practitioner
Education

 

  • B.S., Duquesne University
Professional Associations

 

  • Sagemark Consulting Private Wealth Services
  • Business Intelligence Institute (BII)
  • Women in Financial Services (WIFS)
  • The Resource Group (TRG)
Awards

 

  • Five Star Wealth Manager (2015-2022)*
  • WIFS Circle of Excellence Sapphire (2016-2022)*
  • WIFS Circle of Excellence Ruby (2014, 2015)*
  • TRG Champions Award (2022)

 

*Regina was named a Five Star Wealth Manager by FSP on 1/1/2022 for the time period of 5/10/2021 through 11/12/2021.

*Regina was awarded the Circle of Excellence by Women in Insurance and Financial Services (WIFS) on 9/30/2022 for the calendar year 2022 She has previously received the Ruby status of this award in 2014 and 2015 and Sapphire status in every year from 2016-2022.

 

 

1Sagemark Consulting Private Wealth Services is an internal Osaic FA organization of top planners who focus on clients in the high-net-worth market.

2Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.

3For use by Business Intelligence Institute Planners Only

4The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Regina was independently nominated for the award. Neither the advisor nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $2,730 was paid for promotion in Pittsburgh Magazine. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf

5WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. This year, 71 members qualified for this distinction. Regina applied for the award. Neither the advisors nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 for the annual membership. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.

6The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA. The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.

 

 

Regina Beatty's Team
Julian Grubbs

Julian Grubbs

Financial Planner

Sierra Morningstar

Sierra Morningstar

Client Relationship Manager

Dana Johnston

Dana Johnston

Practice Operations Assistant

Thomas Marek

Thomas Marek

Financial Plan Coordinator