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.

How I Work with Clients

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.

What Guides My Approach

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.”

Rebecca Heslop, Associate Advisor

Latest Insights

See more insights

You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households

Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.

7 Things to Consider Before Buying a Second Home (Yes, Even If You Can Afford It)

A vacation home can elevate your lifestyle, but it also reshapes your wealth in ways worth understanding. Here are the key considerations before you …

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.

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

Download

About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 32,000+ Clients²

years in business $35 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Rebecca Heslop

Latest Insights

Helpful Tips

About Allworth