Rebecca Mullenax, FPQP TM

Sr. Registered Associate, RJFS

Rebecca joined the Carver team in 2011 with a passion for helping clients. She is 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 TM designation, which she uses to assist advisors when addressing a client’s overall financial goals. Rebecca also maintains a Series 7 and 63 license, as well as a life, health and annuity insurance license. She resides in Perry with her two children.