Financial & Investment Services
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.
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