Rebecca Welker

Client Services Manager

Rebecca Welker joined the Wealth Management Strategies team in 2019 as Client Services Manager. Her passion for customer service and operational excellence blossomed throughout the various leadership roles she held while working in the retail industry prior to joining Wealth Management Strategies. Rebecca’s goal is to implement efficient processes and procedures for the support of both the clients and financial professionals on her team. She works directly with clients to promote healthy and fulfilled relationships and ensure they feel supported in reaching their financial goals. Rebecca holds the State of Florida insurance license and continues to pursue further financial industry education opportunities.
Outside of developing client relationships, Rebecca enjoys spending time outdoors with her son, Mason, and their furry companion, Zeus. They also enjoy taking road trips as she is a Long Island, NY native with family along the east coast.

The approach of the financial professionals with Wealth Management Strategies is to help you build a plan that is custom-tailored to your personal goals, needs and individual situation. Rebecca's team will help you to focus on what's most important to you, to pinpoint your financial objectives, and to identify specific strategies to help you strive toward turning your dreams into realities.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies of Central Florida is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 407-926-2549
Fax 407-872-3887