Broker Check
Rebecca  Merkel

Rebecca Merkel

Administrative Liaison

Rebecca brings with her a wealth of knowledge and experience having served more than twelve years as a licensed sales assistant at both Merrill Lynch and Wells Fargo with the same team of Advisors.

Rebecca will be your main contact when it comes to any paperwork related endeavor with your accounts and she will offer trade assistance as well, if I am not available to place a trade.

With her expertise and dedication, Rebecca is committed to delivering exceptional client service and helping clients achieve their financial goals. She currently resides in Collierville, TN with her loving husband Joe, their two wonderful children Ella and Sam, and their adorable cavapoo, Maddie. When she’s not busy with work and family, she finds fulfillment in giving back to her community through volunteering.