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1078 Reviews
5 stars!
5/ 5
Positive: Professionalism, Responsiveness ~ Donald Peterson ~
Rebecca has been working in the financial services industry since 2000 and has logged several years with as an independent advisor with Cambridge Investment Research as well as both Edward Jones and Wachovia Bank. She earned her bachelor’s degree in Business Management and has both her CRC (Certified Retirement Counselor) and AWMA (Accredited Wealth Management Advisor) accreditations. Currently she is working on her Certified Financial Planning Certification.
Not only can Rebecca provide financial advice and planning, but she is also an Insurance agent providing her clients with a full portfolio of services from one place. Rebecca decided to branch out of the corporate financial world because she wanted to take a different approach in working with her families. She established RLJ Management Group where she can provide the personalized attention families need to plan for their financial future. Every client truly becomes part of the RLJ Wealth Management family.
Rebecca continues to call Cambridge Investment Research her home. She is proud of their continuous award-winning status as “Broker Dealer of the Year” in the independent advisor space. They have asked Rebecca to be part of their New Century Counsel which seeks her input to strategize about new technologies and services to make it easy for her client’s families to get the assistance they need for their complex financial situations.
Rebecca has deep roots in the DeLand community. She grew up here, graduated from DeLand High School, and is proud to call DeLand her home. She makes time to give back to the community through various organizations and charities that are important to her. She has sat on the Board of Directors for Matthew’s Gift, a non-profit organization that helps the families of children with complex medical conditions. You can always see Rebecca downtown supporting community events, so if you see her reach out and say hello.
Rebecca is a dedicated mom to two smart (and stubborn) children that constantly keep her on the go. In her down time, she enjoys spending time with her kids, cooking, traveling to new and exciting places and retail therapy.
Designation & Certifications
- AWMA® – Accredited Wealth Management Advisor
- CRC® – Certified Retirement Counselor
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