Associate Vice President - Planning & Client Services
Rebekah Pennell (nickname "Reba") works directly with clients to ensure all requests are handled promptly and with care. In her role with the Firm, she crafts custom financial plans using eMoney planning tools. She supports the Ferris Capital Service, Trading, and Operations departments. In addition to these duties, she also runs the Ferris Capital Marketing Program and serves as a point of contact for new clients.
Prior to joining Ferris, Rebekah was a Relationship Manager at Fidelity Investments. While at Fidelity, she earned her financial licenses the Series 7, Series 63, and the Series 66. Her role included assisting clients with financial planning and portfolio reviews, as well as responding to account questions and needs.
Rebekah currently resides in Hopkinton, MA with her husband Xavier, and their dog Melody. Originally from Michigan, she is one of nine children. In her free time she enjoys hiking, traveling internationally, cooking, board games, and skiing.