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Rebecca Smith

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Rebecca Smith

Wealth Advisor | Beacon Pointe

Phoenix, Arizona, United States

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Rebecca Smith

Summary

Rebecca Smith is a dedicated Wealth Advisor at Beacon Pointe, where she specializes in helping clients navigate their financial futures through informed decision-making. With a strong focus on retirement planning, strategic tax solutions, and values-based investing, she tailors her approach to align with each client's unique life goals. Rebecca is passionate about empowering female investors, serving on the board of the Women's Advisory Institute, which aims to educate and engage women in financial matters. Her diverse background includes roles in financial advisory and investment management, showcasing her adaptability in the finance sector. A graduate of Weber State University with a degree in Business Administration, she combines her academic knowledge with practical experience to deliver comprehensive financial solutions. Outside of her professional life, Rebecca's interests likely extend to community involvement and mentorship, reflecting her commitment to fostering financial literacy. She is based in Phoenix, Arizona, and is always open to connecting with those looking to enhance their financial well-being.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Rebecca Smith

Work Experience

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Wealth Advisor at

Beacon Pointe

January 2021 - Present

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Women's Advisory Institute Board Member at

Beacon Pointe

January 2016 - Present

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Financial Planning Associate at

Beacon Pointe

May 2016 - January 2021

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Senior Registered Client Associate at

UBS

June 2014 - September 2015

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Financial Advisor at

USAA

June 2013 - June 2014

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Licensed Broker / Retirement Plan Specialist at

Charles Schwab

September 2010 - June 2013

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Rebecca Smith

Education

Weber State University, Bachelor Of Business Administration (B.B.A.)

January 2000 - January 2004

Salt Lake Community College

January 1998 - January 2000

Frequently Asked Questions about Rebecca Smith

What is Rebecca Smith email address?

Rebecca Smith's primary email address is ******@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Rebecca Smith work for?

Rebecca Smith is a Wealth Advisor at Beacon Pointe, a company specializing in Management consulting services.

Where Rebecca Smith graduated from?

Rebecca Smith holds a degree in Marketing from Weber State University.

How can I directly contact Rebecca Smith?

To contact Rebecca Smith directly, you can use the email address ******@beaconpointe.com. Complete contact information is available upon registration with Muraena.

Who is Rebecca Smith?

Rebecca Smith is a dedicated Wealth Advisor at Beacon Pointe, where she specializes in helping clients navigate their financial futures through informed decision-making. With a strong focus on retirement planning, strategic tax solutions, and values-based investing, she tailors her approach to align with each client's unique life goals. Rebecca is passionate about empowering female investors, serving on the board of the Women's Advisory Institute, which aims to educate and engage women in financial matters. Her diverse background includes roles in financial advisory and investment management, showcasing her adaptability in the finance sector. A graduate of Weber State University with a degree in Business Administration, she combines her academic knowledge with practical experience to deliver comprehensive financial solutions. Outside of her professional life, Rebecca's interests likely extend to community involvement and mentorship, reflecting her commitment to fostering financial literacy. She is based in Phoenix, Arizona, and is always open to connecting with those looking to enhance their financial well-being.

Rebecca`s contact details

mail

******@beaconpointe.com

Colleagues

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Bruce Meyer Jd

Partner, Senior Managing Director

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Mike Breller

Managing Director, Institutional Consulting

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Shannon Eusey

Member Board Of Directors

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Cfp Joe Ramos

Partner, Managing Director

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Cfp Kelly Digonzini Mst

Director of Financial Planning

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Cfp David Le

Chief Technology Officer / Wealth Advisor

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Cfp Brandt Kuhn

Managing Director and Partner

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Marc Wolff

Partner, Managing Director

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James Davenport

Managing Director, Partner

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Lauren Meixel

Director of Operations

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