About

Learn About Me

Rebecca E. Powell, CFP, CRC

Private Wealth Financial Advisor
Senior Vice President - Investment Officer

Phone Number

(973) 301-8449

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Rebecca Powell was born in Jamaica, West Indies and immigrated with her family at age 14 to Hackensack, New Jersey.  Her childhood experiences gave her a unique understanding of how different cultural values can impact each family's financial goals.  This experience enables Rebecca to help families align their financial resources with their personal objectives. 

As a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED RETIREMENT COUNSELOR®, Rebecca is dedicated to helping clients develop comprehensive financial strategies designed to align their resources with their goals and long-term objectives. She focuses on retirement planning, wealth management, risk mitigation and legacy planning.  Rebecca is committed to building lasting relationships based on trust, transparency, and personalized service, empowering each client with the knowledge and confidence to make informed financial decisions for every stage of life. 

As someone who benefited from mentors at different points in her career, Rebecca makes it a priority to educate and mentor young women pursuing careers in financial services.  

A graduate of Rutgers University, Rebecca enjoys traveling and spending time with family and friends. Rebecca & her husband resides in Morris County, New Jersey and has two independent children.
  

Certificates

CFP, CRC

MY COMMITTMENT

Comprehensive financial planning designed to align your goals, values, and vision for the future.

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