Rebecca is a Client Advisor, concentrating much of her focus on estate planning and wealth transfer strategies. She also works with the financial planning team to assist clients in a wider variety of topics, including retirement planning and property and casualty insurance planning. She works regularly alongside clients’ estate planning attorneys to identify and achieve clients’ estate planning and wealth transfer goals.
Prior to joining WMS Partners, Rebecca practiced estate planning law at TrustCounsel, a law firm in Chapel Hill, North Carolina. She worked on a wide variety of estate plans, charitable giving, probate, trust administration and guardianship work for a diverse set of clientele. She often draws upon her experiences as a practicing attorney in the work she does with clients at WMS Partners.
I enjoy being a part of a team who always has clients’ best interests in mind, and who are dedicated and focused on exceeding clients’ expectations. It’s also a pleasure working alongside people who are experts in their respective areas, such as various aspects of financial planning, investments, and portfolio management. To me, all of these traits are key to the work we do and part of what makes WMS Partners so unique.
I spent time both during and after college living in Florence, Italy. I studied art history and culture and I learned to speak Italian while I was there. I loved living in such a beautiful and historical city, visiting the museums and surrounding countryside, and eating all the great local food – especially gelato!
I want our clients to view their wealth as an opportunity, and never as a source of stress or worry. I hope we are helping them achieve unique opportunities, such as making significant charitable donations or providing education to their families for generations, while helping them navigate through any complexities so they’re able to enjoy their wealth and life to the fullest.
I love spending time with my family. As parents of two young children, my husband and I take every opportunity we can to enjoy this busy and exciting time with them.