Rebecca A McCormick, CFP®, CRPS®

First Vice President, Wealth Management, Institutional Consultant, Corporate Retirement Director

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Main Number
(920) 436-5612(920) 436-5612

Rebecca McCormick serves clients with solid retirement plan solutions by assisting plan sponsors with their fiduciary responsibilities and helping drive better retirement outcomes for plan participants.

As a Corporate Retirement Director, Becky focuses on the retirement plan marketplace and advising corporate retirement plan sponsors plan participants. Today, many individuals are not saving or not saving enough to enjoy a comfortable retirement or leave a desired legacy to their children. She assists plan sponsors by engaging and educating plan participants to demonstrate the importance of a savings plan and guides participants in developing a plan to help achieve a comfortable retirement. Becky takes the time to work with participants to structure a portfolio in an effort to achieve the right balance of risk and return in accordance with their goals.

Becky has over 30 years of industry experience, including 24 years at Morgan Stanley, having joined Graystone Consulting – The Martzahl Group in 1994. Prior to that, she worked for a retirement plan administration firm and a bank trust department where she garnered the technical knowledge that many retirement plan consultants may not have. This knowledge has allowed her to bring value to her relationships with plan sponsor and plan participants.

She has been recognized by NAPA Net’s Top Women Advisors for 2015 and 2016. She has earned the CRPS® designation and CFP® designation from the College for Financial Planning, Denver Co. As a Chartered Retirement Plans Specialist (CRPS®), Becky has demonstrated her knowledge and experience in providing advice and guidance to employers offering defined benefit and defined contribution plans. Becky has earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation which provides her with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth.

Becky enjoys giving back to her local community, and she volunteers her time and leadership to several organizations. She serves on the Board of Directors of the YWCA Greater Green Bay. Becky is a warm and friendly person who welcomes the opportunity to meet new people and learn about their life experiences. For fun and relaxation, she enjoys boating, gardening and spending time with her husband Vince and their dogs. She is passionate about the well-being of animals and volunteers her time working with no-kill animal shelters and supporting local organizations, such as the Bay Area Humane Society and Happily Ever After Animal Sanctuary.

Securities Agent: AZ, CA, CO, DE, FL, GA, IA, IL, MD, MN, NC, NY, TN, TX, UT, WI, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1288352

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