“I greatly enjoy client interaction and helping with day-to-day operations.”
As Client Service Coordinator on the Goldberg team, Rebecca assists with financial planning and client services including answering questions for clients, setting up new accounts, processing paperwork, scheduling Advisor and client meetings, preparing documents for client meetings, and placing trades. Rebecca began with Bridgeworth as an intern while completing her studies at the University of Alabama at Birmingham.
Rebecca and her husband, Troy, have a young son and live in Cahaba Heights. They enjoy spending time with friends and family and their summers at Smith Lake.