Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Rebecca has earned a devoted clientele and a growing reputation for helping people to achieve their most cherished financial goals, which often means taking “next steps” in moving forward.
Diverse in their achievements and paths to her door, Rebecca’s clients include divorced and widowed women, physicians (and their practices), University of Kentucky professors, successful couples, and generations of families residing primarily in Central Kentucky and Louisville.
Rebecca’s warm and caring approach is meant to promote and empower all clients to explore their greatest hopes and worries. In fact, meaningful conversations always come first. Only then does Rebecca encourage “dollars and cents” discussions that may revolve around wealth preservation, practice management, debt management, real estate, Social Security, long-term care, and legacy planning. She also spends significant time examining pieces of clients’ financial puzzles that may have been previously ignored.
Rebecca credits her banking experience for inspiring her to serve “the whole client” beyond their portfolio. She adds, “Now at Merrill, I can bring clients the vast resources of Bank of America, N.A. – from residential, securities-based and commercial lending, to banking, bill paying, cash management and trust services.”
Prior to joining Merrill in 2020, Rebecca spent 15 years in wealth management and private banking at well-known firms including Chase, PNC and Wells Fargo. She holds a Bachelor’s degree in Finance from Auburn University and a place in her heart for serving the local community. Rebecca is a member of the Junior League of Lexington and a board member for the Living Arts and Science Center. High energy inside and outside the office, she enjoys scuba diving, playing tennis, high-tech stationary biking and, at a slower pace, walking her French Bulldog, Abigail. They live in downtown Lexington.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Auburn University
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.
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 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.
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
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
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. |
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