Rebekah currently serves as Investment Operations & Trading Associate at Stavis Wealth. She is originally from Cincinnati, where she spent her early career developing the standard operating procedures necessary for serving High Net Worth Families. Rebekah began her career at Fidelity Investments and Fifth Third Bank managing retail and private wealth clients, discovering a passion for retirement planning.

Rebekah continued her career at a private firm in Cincinnati where she honed her operations, human resource management, and investment management skills. Rebekah holds a Series 7 and 63 license as well as the Life & Health insurance license. She’s spent the last 6 years working through the ever-changing financial regulatory environment, servicing multi-generational wealth clients, establishing scalable protocols, and working closely with professional partners to bring niche markets to clients.

Outside of work, Rebekah enjoys a variety of hobbies like reading, volunteering, doing puzzles, exploring state parks, cooking, and doing self-care.