Rebecca Perkins is a Senior Vice Present of Investments, and a Certified Divorce Financial Analyst with Raymond James. She is based in Conshohocken PA.
Rebecca has over 25 years of experience in the financial industry. She has been in her current position for five years and was a Senior Vice President at Wells Fargo for 20 years prior to that.
Rebecca has broad experience in all aspects of financial planning. She specializes in helping individual and institutional clients to plan for financial needs, including: retirement planning, educational planning and wealth management.
Rebecca is accredited as a Certified Divorce Financial Analyst by the Institute of Divorce Financial Analysts. In this capacity, Rebecca examines and analyzes the financial issues of a divorce, determining for clients and their attorneys the short and long term financial impact of a proposed divorce settlement.
Rebecca earned a B.S. From the Economic Scholars Program at Penn State University. She lives in Bala Cynwyd with her husband Ted, her two teenage daughters, two dogs and a horse. She loves gardening, doing yoga, traveling, and being a Mom.