Rebecca Obermeier is the Operations Manager with Evolution Private Wealth Management, Inc. She is focused on providing the highest level of client service in all that she does, whether she is scheduling and preparing for client appointments or assisting with client requests. She also ensures the office runs smoothly and maintains proper compliance requirements. Her lifelong interest in finance and helping people inspired her to pursue a career in financial services. She enjoys helping clients understand their financial situation and how to pursue their goals.
Rebecca has more than a decade of experience in the financial services industry, having worked in various licensed roles, including administrative assistant, sales assistant, financial advisor, and administrative compliance principal. Before joining Evolution Private Wealth Management, Inc., she worked with several national firms, including American Express Financial Advisors, Citicorp Investment Services, and Smith Barney. She holds the following FINRA securities registrations:
- Series 7 General Securities Representative
- Series 9 General Securities Representative
- Series 10 General Securities Representative
- Series 66 General Securities Representative
She received her Bachelor of Arts in Economics with a minor in Business Administration from University of Iowa.
Outside of the office, Rebecca has her hands full with a husband and two active sons. As a family, they enjoy traveling whenever they can and are enthusiastic Chicago sports fans. Throughout the year, you can find them rooting for their hometown sports teams, including the Chicago Bears, Blackhawks, Cubs, and Bulls. Rebecca is an avid runner and has participated in multiple half marathons.