Rebecca Rooks

Rebecca Rooks

MBA, AWMA®, APMA®, CRPC®

Private Wealth Advisor
Managing Director
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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Background and qualification information is available at FINRA's BrokerCheck website.

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. I am committed to understanding your goals and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

2021 Bloomberg Gender-Equality Index

Ameriprise is proud to be included in the 2021 Bloomberg Gender-Equality Index (GEI)

The 2021 Bloomberg Gender-Equality Index (GEI) tracks the financial performance of public companies committed to supporting gender equality through policy development, representation, and transparency. The GEI framework uses 74 metrics across five categories to determine inclusion in the Index. Ameriprise was one of nearly 11,700 global companies with the opportunity to provide data to Bloomberg in 2020 and is one of 464 companies across 50 industries included in the 2021 index for scoring at or above a global threshold. The GEI is a reference index, not a financial benchmark, and is not a ranking. Only public companies having a market capitalization of USD 1 billion are eligible for inclusion in the index. For more information, visit the Bloomberg GEI website.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)