Rebecca C. Perkins

Senior Vice President, Investments

Rebecca has over 3 decades of experience in the financial advisory industry. She delivers customized investment advice to individuals, families, and businesses.

Rebecca is a graduate of Penn State University’s prestigious Schreyer Honors College where she graduated with honors from the Economic Scholars Program.

She holds her Series 7, Series 63 and Life & Health Insurances licenses, and is a CDFA, Certified Divorce Financial Analyst.

Rebecca was a previous board member of the Women’s Resource Center from 2016-2022 and remains very involved as an advisory board member, as well as serving on the Financial Development Committee.

Rebecca lives in Bala Cynwyd with her husband, 2 daughters and 2 dogs and enjoys traveling, gardening, playing pickleball and practicing yoga.