Rebecca Rawlinson, CFP®, MBA
Director of Client Service, Shareholder
If you have a financial planning question, Rebecca has the answer or knows how to get it! In addition to leading our Financial Planning Committee, she is one of the primary FedEx Pilot specialists. She assists clients in preparing their financial plan by reviewing their retirement benefits, estate documents, insurance needs, etc.
If you have a financial planning question, Rebecca has the answer or knows how to get it! In addition to leading our Financial Planning Committee, she is one of the primary FedEx Pilot specialists. She assists clients in preparing their financial plan by reviewing their retirement benefits, estate documents, insurance needs, etc.
Oh, for the love of taxes
Coming from a family of CPAs, Rebecca self-identifies as a tax enthusiast. (It takes all kinds!) Before joining Legacy in 2007, she developed financial plans at Pathway Financial Services.
A master multi-tasker
When not at the office, Rebecca spends her free time with her husband, three busy kids and her three golden doodles.