Rebecca Maselli
Wealth Management Associate, CRPC® Merrill Lynch
- Role
- Assistant Vice President, Wealth Management Associate at Merrill Lynch
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Rebecca Maselli
Rebecca Maselli is an Assistant Vice President, Wealth Management Associate and Chartered Retirement Planning Counselor with The Steffens Lane Braswell Team where she provides exemplary customer service to high net worth individuals as well as sales and marketing support to a multi-million dollar advisor team. Rebecca serves in the leadership role as Branch Client Associate Coach. Rebecca has a B.S. in Political Science from Towson State University in Towson MD and a Master’s of Arts in Applied Arts and Sciences from UNC Greensboro. Rebecca also serves as a co-founder and managing partner of The Maselli Group, a sales and marketing consulting business, with her professional public speaker husband, Frank Maselli. Rebecca lives in North Raleigh with her husband and two daughters and enjoys reading, cooking and traveling.
Experience
Assistant Vice President, Wealth Management Associate
Mar 2018 — Present · Raleigh-Durham, NC, US
Provide exceptional customer service to high net worth clients for a multi-million dollar business. Registered Series 7 and 66. Chartered Retirement Planning Counselor. NC Insurance License. Branch Client Associate Coach.
Education
University of North Carolina at Greensboro
Master of Arts - MA, Applied Arts and Sciences
2016 — 2018
Towson University
Bachelor of Science - BS, Political Science and Government
1988 — 1990
Framingham State University
Elementary Education Certificate, Elementary Education and Teaching
1997 — 1998
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