Rebecca Thompson is an Associate Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. Her responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
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.
A Certified Financial Planner™ (CFP®) and Certified Paralegal, her extensive professional experience includes operational, client services and paralegal roles with regional advisory and law firms. 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.
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.