Focus Partners Wealth
Rebecca Winkler, CFP®, currently serves as an Associate Wealth Advisor at Focus Partners Wealth, a position held since June 2024. Prior to this role, Rebecca worked at Buckingham Strategic Wealth, where responsibilities included serving as an Associate Wealth Advisor and a Paraplanner, contributing to the firm's merger with The Colony Group in 2024. Rebecca began a career in financial services during an internship at SFMG Wealth Advisors, followed by experience as a Financial Readiness Mentor at the University of North Texas, focusing on financial literacy for college students. Earlier internships at TD Ameritrade and SFMG Wealth Advisors provided foundational experience in financial planning and client communication. Rebecca holds a Bachelor of Business Administration in Finance from the University of North Texas, earned in 2019.
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Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.