Rebecca Hern

Biography

Rebecca Hern is Senior Vice President of Investments for Wedbush Securities’ budding office and growing footprint in Dallas, TX. Specializing in serving divorced or widowed women, Rebecca believes in crafting highly personalized financial plans tailored to each of her unique clients. Regardless of background, Rebecca acts as an advocate for her clients and is committed to navigating through their financial journeys with a hands-on approach.

With over a decade of experience in finance, Rebecca's journey began as a Licensed Personal Banker and includes roles at WesBanco Bank, NA, PNC Bank, NA, and UBS Financial. Beginning with assisting clients in meeting their fundamental financial needs, Rebecca established a solid foundation for comprehensively addressing their entire financial picture. Her subsequent three-year tenure as a Financial Advisor and Assistant Vice President at Merrill Lynch marked a pivotal period where she honed her skills in client-focused financial planning. Joining Wedbush represented a natural progression for Rebecca, offering the flexibility to continue providing exemplary service while enjoying the benefits of working in her hometown.

Returning to the area from Lexington, KY, Rebecca has firmly rooted herself in Dallas, which she proudly calls home. Beyond her professional pursuits, she enjoys scuba diving and tennis. Engaged in her community, Rebecca actively contributes to the Junior League of Lexington and Dallas and is a Giving Mas ambassador. Yet, the greatest joys in Rebecca's life come from her two beloved French Bulldogs, Abby and Charlie.

RECOGNITION/MEMBERSHIPS

• Junior League of Lexington and Dallas joint member
• Giving Mas Ambassador

SPECIALIZATIONS

• Financial Planning
• Retirement Planning
• Wealth Management
• Wealth Transfer Planning

Credentials

• Series 6,7, 9, 10, 63 and 66 licenses
• Bachelor's degree in finance from Auburn University
• Licensed in 33 states: AL, AZ, CA, CO, DC, FL, GA, IL, IN, IA, KS, KY, MD, MA, MI, MO, NV, NH, NJ, NY, NC, ND, OH, OR, PA, SC, TN, TX, VA, WA, WV, WI and WY
• Kentucky Insurance License: 714337

Mission Statement