e: rebecca.barricelli@raymondjames.com

Rebecca joined the Carver team in 2011 with a passion for helping clients. She is a Client Service Team Leader and a Senior Registered Associate. Her responsibilities include overseeing the client service associates, assisting with team training, updating processes and procedures, and working with advisors to help serve clients. She holds a Financial Paraplanner Qualified Professional™ designation, which she uses to assist advisors when addressing a client’s overall financial goals. Rebecca also maintains her Series 7 and 63 licenses, as well as a life, health and annuity insurance license.