Location

Austin, Texas - United States

Industry

Wealth Management

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Bio

Rebecca serves as Director of Wealth Management for Callan Capital, leading business development for the state of Texas. Rebecca started her career in Austin, and recently returned after living in areas such as Dallas & New England. Her experience is focused on helping high net-worth clients connect with appropriate customized solutions to their financial needs.

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Skills and Expertise

Wealth management Financial Planning Investments Charitable Gifting Complex Compensation Packages