Rebecca Martinez

Rebecca grew up in South Florida and graduated from Florida State University in May 2020 during the height of the COVID-19 pandemic. Shortly after graduating, she began her career in outside sales, where she spent five years working with medical and legal organizations including an MRI facility, an orthopedic pain clinic, and a law firm.

In these roles, Rebecca developed strong relationship-building skills by cold calling, networking, and meeting directly with physicians and attorneys throughout South Florida. Her experience helped her build confidence in business development and taught her the importance of trust, consistency, and long-term professional relationships.

Today, Rebecca works alongside her father, Elliot, as a Service & Marketing Associate, where she focuses on expanding the firm's reach and growing its clientele. She enjoys connecting with business owners and professionals across South Florida to help introduce them to the firm's financial planning and investment services. Outside of work, Rebecca enjoys staying active, teaching group fitness classes, and spending time with her dog, Boone, who she proudly says is the best boy.