Your advisor
Rebecca Thomas
101 Bullitt Lane
Floor 04
Louisville, KY 40222
(502) 329-5009
At Merrill, we help clients simplify the complex
We embrace the twists and turns of life, helping clients navigate their financial complexities to create a path forward. As our ad campaign says, having the “bull at your back” means you don’t have to go it alone.
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Becky Thomas
,
Senior Vice President, Wealth Management Advisor
101 Bullitt Lane
Louisville, KY 40222
502.329.5009
502.329.5009
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Recognition
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Forbes "America’s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Insights
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Rebecca Thomas is registered to do business in AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, NC, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV.