Rebecca serves as an Associate Financial Advisor for Bell Wealth Management, assisting advisors with relationship management and financial planning support. Rebecca has developed a passion for helping clients pursue and obtain their financial goals throughout her 15+ years of industry experience, 6 of which were with a wealth advisor firm. She brings with her a background in mortgage servicing, retail banking, commodity trading, portfolio administration, and wealth management.
Rebecca received her Bachelor’s degree from Endicott College in Massachusetts and later earned her CFP® (Certified Financial Planner) designation through the Boston Institute of Finance. Outside of the office, Rebecca enjoys spending time with her husband and two children, staying active and enjoying the outdoors.