Wealth Advisors
Rebecca Glasgow
Rebecca has spent her 20 year career in financial services advising business owners, wealthy families and ESOP-owned companies. She draws upon her extensive experience in the areas of trust and estate strategies, financial and insurance planning, institutional asset management, and institutional fixed income sales to build tailored solutions for her clients and their diverse needs.
Today, as a partner of the ESOP Group, she works closely with business owners and their families on business transition and more specifically employee stock ownership plans (ESOPs). Rebecca is a frequent speaker on business owner liquidity options, ESOPs, and the Section 1042 tax deferral. For The ESOP Association, she is the chairman of the fundraising committee as well as a chapter officer for the Southeast Chapter.
Education
• Bachelor of Arts degree from Cornell University in economics
• Passed the Series 7 and 66 securities exams
• Insurance licenses: life, health, variable annuity, variable life and long-term care
Credentials
• CERTIFIED FINANCIAL PLANNER™ certificate
• Certified Exit Planning Advisor
Industry recognition:
• Barron’s Top 1,200 Financial Advisors, 2022, 2023
• Barron’s Top 100 Women Advisors, 2023
• Forbes America’s Top Women Wealth Advisors, 2021–2023
• Forbes Best-in-State Women Wealth Advisors, 2021–2023
• Forbes Best-in-State Wealth Advisors, 2022, 2023
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021
Team recognition:
• Barron’s Top 100 Private Wealth Management Teams in 2021 and 2023
• Forbes America’s Top Wealth Management Teams in 2022
• Forbes Best-in-State Wealth Management Teams in 2023