Britteny Battle, FPQP™ portrait

Britteny Battle, FPQP™

Client Service

As a relationship associate, I am responsible for many daily duties that directly enhance our clients’ investment experience. I pride myself on being resourceful and providing personalized service to our clients. 

Although I am originally from California, I’ve called Tucson home for most of my life. I received my bachelor’s degree from Brookline College, and I am currently pursuing my MBA. When I’m not at work you can find me cheering for my son at his basketball games, spending time with family and cooking… I especially love trying new recipes!

Awards

What are three fun facts about yourself?

1. I can play the clarinet.
2. My first job was at Chuck E. Cheese’s.
3. My favorite book is Where the Sidewalk Ends by Shel Silverstein.

community

What do you love about where you live/your community?

I love Arizona’s sunset and the warm weather… I’m not a fan of the cold.

hero

Personal/professional hero and why

My mother and father are my heroes. My mom is strong and brave and taught me I can get through any obstacle. My father is my hero because he never gives up and has taught me that education is key and to open mind that is receptive to new information is rewarding.

Get in touch with Britteny Battle, FPQP™

  • Advisors
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  • Operations
  • Retirement Plans
  • Shareholders

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Get in touch with Britteny Battle, FPQP™