Rebecca Rush

As a Wealth Management Advisor, I am committed to helping successful individuals and families make the most of their financial lives and opportunities. I focus on building relationships that are grounded in trust, understanding, service and in-depth knowledge, where clients and I share a vision of their ideal futures - and a united path for pursuing their goals. From my experience, this deep advisor-client alliance is the foundation of truly successful guidance and requires significant time and attention. Consequently, I maintain a thoughtfully selected, limited clientele in order to provide each investor the personalized planning and service I believe they deserve. For over 20 years, I have guided clients through every life stage - from career transition to retirement planning - with flexible, tailored advice that reflects their greatest goals. Additionally, I believe building a meaningful legacy is a critical aspect of complete wealth management, so I help clients focus on estate planning issues and work with their legal advisors in developing their estate plan. Leveraging Merrill's resources and specialists, I am proud to help clients address their financial needs with complete wealth management, including: • Financial strategies • Retirement planning • College planning • Investment portfolio management • Lending strategies • Career transition guidance*Lending Services are through Bank of America, N.A.