Rebecca Mullenax, FPQP™

Client Service Team Leader
Senior Registered Associate

Rebecca joined the Carver team in 2011 with a passion for helping clients. She is a a Client Service Team Leader and a Senior Registered Associate and helps coordinate a client’s overall experience with our team by working closely with Nik and Raj. 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. Rebecca resides in Perry with her two children.

Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. and Carver Financial Services Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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