Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes’ “America’s Top Women Wealth Advisors” 2020, 2021
Forbes “Best-in-State Wealth Advisors” 2019, 2020, 2021
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, 2020
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” from 2019 through 2021, "America's Top Women Wealth Advisors" in 2020 and 2021 and “Best-in-State Next-Generation Wealth Advisors” in 2019. Working Mother Magazine recognized her as one of their “Top Wealth Advisor Moms” from 2018 through 2020.
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.
University of the Incarnate Word
Forbes "America's Top Next-Generation Wealth Advisors"
Forbes "America's Top Women Wealth Advisors"
Forbes "Best-in-State Next Generation Wealth Advisors"
Forbes "Best-in-State Wealth Advisors"
Working Mother's "Top Wealth Advisor Moms"
Working Mother "Top Wealth Adviser Moms"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
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.
We understand that both your life and the financial markets can change over time. By 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.