Fiduciary Financial Planner CFP® Fee-Only Advisor

PHONE: 480.609.4334

EMAIL: CONTACT@WMSUS.COM

Rebecca Hebert FPQP™ CEP®

Operations Manager

Outside of the office, Rebecca’s passions lie in her southern upbringing. In her spare time she can be found supporting University of Georgia football, traveling as well as assisting others in the area of interior design and decorating which is an innate skill set. She also enjoys skiing, paddle boarding, kayaking and spending time outdoors in Northern Arizona with her English Bulldog, friends and family.

Rebecca Hebert has worked within the registered investment advisory space for the last fourteen years gaining wealth management experience in both operational and client servicing roles. She has held positions as Trader, Client Service Associate and Project Manager which required her to process the rebalance of client portfolios, reconcile trades, develop and implement corporate processes and procedures, mentor and train other staff and provide exceptional client service from initiation and throughout the client/advisor relationship.

Rebecca joined WMS in 2019 and is excited to assist our clients with their account management needs while also performing special projects for the firm. Rebecca has earned the Certified Estate Planner™ (CEP®) certification as well as the Financial Paraplanner Qualified Professional™ designation (FPQP™) from the College for Financial Planning.

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