Rebecca Thomas

Client Service Coordinator

Phone: 205.208.8723
[email protected]

  • University of Alabama, 2015
    Bachelor of Arts in Accounting and Finance

“I greatly enjoy client interaction and helping with day-to-day operations.”

As a Client Service Coordinator, 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.

Best Book

Redeeming Love by Francine Rivers

Favorite Breakfast Food

Chocolate Chip Pancakes

Sport Playing in High School

Basketball

First Job

Daycare Nursery Worker

Guilty Pleasure

Reality TV