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About Us
Rebecca is a Financial Advisor Associate in The Athena Alliance Group at Morgan Stanley in Beverly Hills. She holds licenses in General Securities (Series 7), Investment Advisor (Series 66) and SIE, and a master’s degree in Wealth Management from Columbia University. She works with business owners, entrepreneurs, and innovators. Rebecca understands that clients deserve confidence when navigating their retirement journey. Rebecca volunteers in her community and is a board member of PodShare for Social Good, helping emancipated foster youth.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. Morgan Stanley Smith Barney LLC. Member SIPC.