Rebecca Klody, CFA® Financial Advisor

Drawing from over 20 years of experience in the investment management industry, Rebecca provides wealth planning services for families and individuals. Her practice is comprehensive, delivering investment and estate planning, tax management, and insurance services to help clients navigate the finer details of their financial lives and their next generation.

Rebecca considers it an honor to now work alongside her father, financial advisor Thomas Teegarden. Before joining Tom at Raymond James in 2021, Rebecca served as vice president in the Investment Management Division at Goldman Sachs & Co. for over a decade. She was also a partner at SouthernSun Asset Management, a long-only value equity investment boutique in Memphis, Tennessee, for over 10 years.

Rebecca holds an MBA with a concentration in finance from The Wharton School of the University of Pennsylvania, along with a Bachelor of Arts in computer science and economics from Duke University. She is also a Chartered Financial Analyst® charterholder.

An active member of her community, Rebecca serves as chair of the endowment committee for the First Congregational Church of Western Springs; as co-founder of the Wharton’s Women Group of Chicago; as secretary of the PSA Board at St. Isaac Jogues Church in Hinsdale; and as a member of the CFA® Institute and the CFA® Society of Chicago.

Rebeca counts long-distance running, hiking, reading and traveling among her favorite passions. Born and raised in the Chicagoland suburbs, she currently lives in her hometown with her husband and three children.

Raymond James is not affiliated with any organization mentioned above.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

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