Rebecca Rothstein
Rebecca Rothstein is Managing Director and Senior Consultant of The RVR Group at Merrill Private Wealth Management. Rothstein works with high-net-worth individuals, families, and institutions, helping them advance their wealth management goals. As a senior consultant, she focuses on helping clients through wealth management and tax minimization strategies and legacy planning services. She also works with corporate officers, developing liquidity and diversification strategies for concentrated stock positions. Prior to joining Merrill, she held positions with Deutsche Bank, Alex Brown, Morgan Stanley, and Bear Stearns, where she started her career. Rothstein is the highest-ranked female wealth manager on the Forbes list with over 30 years of experience in the industry. She has garnered a number of national honors as a financial advisor and is also active in the community.
Rebecca Rothstein Professional Experience / Academic History
Professional Experience
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Managing Director, Senior Consultant
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Managing Director, Private Wealth Advisor
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Financial Advisor
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Financial Advisor
THE RVR GROUP
The RVR Group is known for its personalized approach for financial planning. They are a valuable resource for high-net-worth individuals and families.
The team is led by Rebecca Rothstein, a Managing Director and Private Wealth Advisor at Merrill Lynch.
Services offered by the group include financial planning, investment management, retirement planning, estate planning, tax planning, insurance planning, business succession, and charitable planning.
Notable achievements of The RVR Group includes:
Ranked #7 in the 2023 Forbes Best-In-State Wealth Management Teams (California - Los Angeles) list
Ranked #20 in the 2022 America's Top Wealth Management Teams: High Net Worth list
Has over $5 billion in assets under management
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020-2023
Forbes America's Top Women Advisors, 2018-2023
Forbes Best-in-State Wealth Advisors 2020-2023
Barron's Top 100 Financial Advisors, 2007-2012
Barron's Top 100 Women Financial Advisors in America, 2006-2012
INVOLVEMENT
Chairman of the Board, Teen Cancer America
Board Member, Early Childhood Partial Hospitalization Program, UCLA System
VOLUNTEER WORK
She is the Chairman of the Board and Founder of TCA. Since 2012, TCA has raised over 20 million dollars, most of which was raised by her working with Daltrey.
TCA has established 42 hospital partners across 19 states, and served over 70,000 young people and their families.
She is also a board member of the Early Childhood Partial Hospitalization Program at UCLA, which helps children who have been diagnosed with autism, developmental disabilities, and behavior disorders.
MEDIA
She has been profiled or featured at Wall Street Journal, Barron's, Forbes, Business Insider, Los Angeles Business Journal, Reuters, InvestmentNews, and more.
She is also a frequent speaker and commentator on financial planning and investment management topics.