Rebecca Thompson

Rebecca Thompson is Wescott’s Manager, Family Office Services, coordinating and providing direct family office services to clients. In addition to her work providing family office resources, Rebecca works in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management services.

She serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Rebecca was the Office Executive, Chief of Staff for a prominent family in the greater Philadelphia area, providing family home office services that included managing client wealth, investment and asset reporting, grant and charitable giving coordination and bookkeeping. A registered Paraplanner, her extensive professional experience includes operational, client services and paralegal roles with regional advisory and law firms.

Active in her community, Rebecca serves on the development committee for the Montgomery Theater, the Race to End Hunger committee for Manna on Main Street and the First Fridays committee for Discover Lansdale. She earned her bachelor’s degree in interdisciplinary studies specializing in leadership development from Villanova University.

Rebecca resides in Lansdale, Pennsylvania with her husband, Brian Thompson. She is also a proud Air Force mom to daughter, Shelby.

closeenvelope facebookfaxgoogle-pluslinkedinIconphoneprinter search IconTwitterFemale UserCreated with Sketch.

Sign up for Wescott News