Rebecca Woods*Financial Services Representative
Phone: 425-641-8788 ext 256 Rebecca is with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisors of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service. Rebecca provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, asset allocation, and business planning. She meets with clients personally to discuss and review their goals and objectives. She then works with a team of advisors and specialists to analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals. Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, Inc. Rebecca is able to provide continuing service by meeting with her clients regularly as time goes on, maintaining and building upon a strong relationship. She monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Rebecca and her clients and helps ensures that each client’s strategy remains consistent with changing goals, objectives and circumstances. Rebecca has successfully passed her Series 7 & Series 63 exams and holds her Washington State Life and Disability Insurance licenses. She graduated from Seattle Pacific University with a Bachelor’s degree in Business Administration with an emphasis in Accounting. Rebecca remains active in the SPU community through her involvement in the SPU Alumni Association. When she isn’t working, Rebecca enjoys a number of different activities including sports, camping, going to Sounders games and spending quality time with her friends and family.
Licenses and Certificates
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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