Rebecca Tarver
Senior Client Service Associate at Wealth Enhancement
- Role
- Senior Client Service Associate at Wealth Enhancement
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Senior Client Service Associate
Apr 2026 — Present · Houston, TX, US
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.The financial advisors at Wealth Enhancement offer advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.
Education
Texas A&M University
Bachelor of Arts - BA, Major in Communication and Minor in Financial Planning
2016 — 2020
Texas A&M University
Candidate for CFP® Certification, Financial Planning Program
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