Rebecca Boyle

Rebecca had a life-long love of teaching and coaching, even thinking she would grow up to be a music teacher. When life took her in a different direction, she found her interest in money management, combined with her analytical style of thinking and passion for guiding others, made a great lead-in to financial planning.

Now, as an associate wealth advisor, Rebecca works with clients and the advisory team to create financial plans and assist with the follow-through needed to turn the plan into reality.

For Rebecca, the most rewarding part of her role is the moment a client’s stress visibly dissipates as they see their plan laid out on paper. She finds clients let financial worries become giant nebulous monsters in their heads, but after a bit of organizing, the reality is rarely as scary as imagined.

Rebecca received a bachelor’s of business administration in finance from the University of North Texas. She currently holds the CERTIFIED FINANCIAL PLANNER™ professional designation, along with the Series 65 license. A Wisconsin native, Rebecca realized the Midwest is where she belongs, and she currently resides in St. Louis.