Professional Bio
Rebecca Iacopelli is a Financial Advisor with Wescott and is responsible for supporting the senior financial advisory team with the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Committed to designing optimal paths for her clients to live their ideal lives, Rebecca’s expertise focuses on multi-faceted, comprehensive financial planning, tax, retirement planning, estate planning, charitable giving, and investment management.
A member of Wescott’s Tax Alpha Group, Rebecca plays a critical role in the development of tax-efficient strategies and educational materials to address clients’ complex tax issues and reduce their income tax liabilities. She also serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Rebecca was a financial planning specialist with local wealth management and financial advisory firms, working with high-net-worth clients on their retirement and tax planning needs. She brings over eight years of planning experience to the Wescott Advisory Team.
A Certified Financial Planner™, Rebecca earned her bachelor’s degree in Finance from Rutgers University’s School of Business. She is earning her Masters in Taxation with an Estate Planning Certificate at Villanova University. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).
