APEX, NC, June 21, 2021 /24-7PressRelease/ -- Rebecca "Becky" Tolbert has been inducted into Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
As an expert on financial advisement, Ms. Tolbert assists her clients with various planning, income and financial strategies for retirees and women, as well as with investment management, intergenerational planning and saving for education. Beginning in 2001, she has established herself as a financial advisor with Richardson Private Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services LLC. Prior to this accomplishment, Ms. Tolbert found success as a paraplanner with Ameriprise Financial Services Inc. from 1996 until 2001.
As a financial advisor, Ms. Tolbert delivers personalized financial advice through a confident retirement approach to help her clients achieve their goals. In meeting with clients, she begins with a conversation about key areas, covering such essentials as lifestyle decisions, preparing for the unexpected and leaving legacies. Moreover, Ms. Tolbert works hard to help her clients feel more confident, connected and in control of their wealth.
Ms. Tolbert became interested in pursuing a career in the field when she accepted a position with IDS Financial Services, Inc. in college. She had the ability to mentor under another female advisor and, in the process, discovered a passion for helping people. She obtained a Bachelor of Arts from North Carolina State University in 1993, and has since earned license as a charter retirement planning counselor, an accredited portfolio management advisor and an accredited asset management specialist. Ms. Tolbert attributes her success to her self-motivation and the diligent work ethic she has exhibited throughout the course of her career.
Ms. Tolbert's office hosts an annual food drive to support the Food Bank of Central and Eastern North Carolina each November. Her clients and team volunteer annually at the Food Bank to sort food to be distributed to families within in the community. She additionally maintains her membership with the Apex Chamber of Commerce. Looking toward the future, Ms. Tolbert aims to continue expanding her practice through referrals and acquiring clients from other advisors.
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Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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