Rebecca Heslop
Associate Advisor
Rebecca Heslop is an Associate Advisor serving Allworth’s Waltham, Massachusetts, office where she assists in providing comprehensive wealth management solutions to clients. A passionate and analytical finance professional, she brings a strong foundation in financial analysis, investment research, and risk evaluation to her role. Becca earned her Bachelor of Business Administration in Finance from the Quinlan School of Business at Loyola University Chicago, where she developed her skills in using financial models and tools to support informed, data-driven decision-making.
Outside of work, Becca is a self-proclaimed world traveler as well as an avid skier. When not plotting her next escape, you’ll find her on a yoga mat, attempting to master balance—body, mind, and maybe even a financial portfolio or two.
I see every client relationship as a partnership, built on trust and a shared commitment for long-term success. My role is to support our advisory team in delivering personalized wealth management solutions and to ensure that each client feels confident that their individual needs are met.
I’m passionate about providing a high level of service and doing everything I can to make the planning process straightforward.
Financial planning should be tailored to the clients personal circumstances. Listening to the clients’ needs for the present and their financial goals for the future can create the strongest and most successful plans. That mindset inspires the way I work and instills a deep respect for the unique goals that shape each person’s financial path.
“Planning is bringing the future into the present.”
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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