Founding Partner of BV Private Wealth LP.
Focus & Experience
Rebecca provides critical advice & services to municipalities, business owners, women, and uniquely successful individuals.
Background & Credentials
She is a Senior Vice President and a founding partner of The GCE Group, a highly recognized private wealth advisory team based in Fort Worth, Texas.
With over 32 years of experience in the financial services industry, she has a strength in serving her clients through customized estate and financial planning, disciplined investment strategies and proactive personal service. This especially served her clients well during 2008 and 2009 while the U.S. economy and markets were in deep distress. She was named one of the top Wealth Advisors in North Texas (2008 and 2009) and nominated and selected as a result of a survey of high-net-worth clients across the North Texas area.
Known for her commitment to building long-term relationships with high-net-worth individuals and businesses that are looking for a true financial partnership, she obtained her AWMA® designation. This designation better positions Rebecca to serve her clients unique needs. Overall, she communicates with her clients on a deeper level, serves their best interests with the support of her team, and relentlessly pursues excellence across every part of the advisor client relationship.
Get to Know Rebecca
Favorite Food: Wine
Parker County Roots: Parker County has been my home for over 25 years and The Parker County Peach Festival & First Monday still provide country flavor.
Questions frequently asked: How do I transfer my wealth without paying it all out in taxes? Can you build a financial and business legacy plan for me?
Favorite Quote: “When one door closes another opens. But often we look so long, so regretfully upon the closed door that we fail to see the one that has opened for us.” - Helen Keller
Best Piece of Financial Advice: Never fall in love with a stock!
Favorite Holiday: Christmas
A common client concern: We support all kinds of family dynamics, and often we help navigate the one member of the family who is not financially responsible who causes added stressors.
If Rebecca could meet anyone, past or present, it would be: Jesus
What Motivates Rebecca: Every day is an opportunity to make a positive difference.
Favorite Book: Outliers by Malcolm Gladwell