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Rebekah Fa'asau

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Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Rebekah Fa'asau

Forbes’ “America’s Top Women Wealth Advisors” 2020

Forbes “Best-in-State Wealth Advisors”  2019, 2020

Forbes “America’s Top Next-Generation Wealth Advisors”  2018

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Working Mother’s “Top Wealth Advisor Moms” 2018, 2019

Profile

Rebekah began her career at Merrill in 2007 and has earned a number of distinguished accolades.  Forbes recognized her as one of “America’s Top Next-Generation Wealth Advisors” in 2018, “Best-in-State Wealth Advisors” in 2019 and 2020, "America's Top Women Wealth Advisors" in 2020 and “Best-in-State Next-Generation Wealth Advisors” in 2019.  Working Mother Magazine recognized her as one of their “Top Wealth Advisor Moms” in 2018 and 2019. 

Rebekah offers advice and guidance based on your goals and priorities– for yourself and your family. Her wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, she will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time, as needed.

A Magna Cum Laude graduate of the University of the Incarnate Word in San Antonio, Rebekah received her Bachelor of Business Administration in Marketing. Before joining Merrill she spent five years building her own small business and later helped launch another in the advertising and marketing industry.  Rebekah holds the CRPC®, “Chartered Retirement Planning Counselor" designation and "Wealth Management Advisor” title.  She is also a qualified "Investment Advisory Program Portfolio Manager" who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
 
Rebekah and her husband James have one son and in their free time can be found biking, skiing, kayaking and enjoying the great outdoors of Idaho.

  • LANGUAGES

    English

  • EDUCATION

    University of the Incarnate Word

  • AWARDS

    Forbes "Best-in-State Next Generation Wealth Advisors"

    Forbes "America's Top Next-Generation Wealth Advisors"

    Forbes "America's Top Women Wealth Advisors"

    Forbes "Best-in-State Wealth Advisors"

    Working Mother's "Top Wealth Advisor Moms"

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Bryan Austin

Bryan Austin

Wealth Strategist

Merrill Lynch

profile photo

Laura Soladay

Wealth Management Banking Specialist

Merrill Lynch

Clint Eddy

Clint Eddy

Trust Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

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Among the reasons I chose to become a Merrill Lynch Wealth Management Advisor is because of my passion for helping to educate my clients about investing. As an advisor, one of the most valuable things I can do for clients is to help them understand the markets, my investment process and to help them understand their life priorities and the impact this can have on their wealth management strategy. My advice and strategies are guided by an interest in your life’s goals and priorities.

Philosophy

Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

Capabilities

My ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. I strive to exceed client expectations through our proactive approach to communication, my attention to personalized service, and commitment to continuing financial education.

Our Process

I am dedicated to helping clients manage and preserve their wealth through a disciplined process that delivers a consistent and customized wealth management experience. My view is that comprehensive wealth management ought to extend beyond maximizing portfolio investment value to include life’s real priorities- education, work, home, family, health, philanthropy and leisure. And into all the stages of life- early adulthood, career, caregiving, retirement, legacy.

Services

What differentiates my practice from others is our highly personalized service. We get to know clients on an intimate, personal level. It’s not about algorithms and pie charts- not even about assets and liabilities. It’s about people understanding people.

We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. I work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. I will make it clear what you’re paying for and what you’re getting. As your life and the markets change, we will meet periodically to help make sure you’re on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.

Our Focus

I work primarily with high-net-worth individuals and families. I’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
I work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.