In 1999, Rebecca started her career with UBS Financial Services, Inc. and is dedicated to delivering every aspect of wealth management to clients. Rebecca works closely with clients' accountants, attorneys, estate planners and tax advisors and her main goal is to ensure that current and prospective needs are met in the most efficient manner.
A Memphis native, Rebecca earned a Bachelor's degree from the University of Memphis. She holds professional licenses with the NASD (Series 7, 63) and the State of Tennessee Department of Insurance (Life, Variable, Accident and Health)
She and her husband, Trevor, have been married 20 years. They have two sons, Ethan and Sam, so much of their free time and philanthropic efforts are focused on their children's schools and their church community.

• Financial Planning Certification, September 2009, Christian Brothers University, Memphis, TN
• Bachelor of Arts, Communications, May 1999, Major: Communications, The University of Memphis; Memphis, TN

• Long Term Care License, October 2007
• Series 66, Uniform Combined State Law, FINRA, September 2001
• Series 7 License, General Securities Representative, FINRA, July 2005
• Life, Accident, and Health Insurance License
• Series 63 License, Uniform Securities Agent State Law, FINRA, May 2006

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