Rebecca applies her more than 19 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level.
She is always eager to help the individuals and families our team serves. One of her goals is to help clients understand how their money is being taken care of, and she always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Rebecca also assists our financial advisors in planning and building investment portfolios. She holds Series 7 and 63 securities licenses, and life and health insurance licenses. Prior to joining our team in August 2020, Rebecca was a registered client service manager/paraplanner at Ameriprise Financial and a licensed private banker at JPMorgan Chase.
Originally from White Plains, New York, Rebecca now lives there with her son. When not in the office, she enjoys running, reading, cooking and listening to good music.