People: Rebecca Rothstein makes 2021 Forbes “America’s Top Wealth Advisors" list

Rebecca Rothstein

Rebecca Rothstein Courtesy Photo

Merrill Private Wealth Management Advisor Rebecca Rothstein was recently named to the 2021 Forbes “America’s Top Wealth Advisors" list.

As Managing Director of Wealth Management at The Rothstein Group, Rothstein is based in Beverly Hills, California, and also does business out of the firm’s Incline Village and Reno operating areas, according to an Oct. 18 press release.

Rothstein ranked 33rd in this year’s list of the country’s top 250 wealth advisors. Merrill holds the No. 2 position of all firms, with 55 total advisors recognized on the list, including 29 Financial Advisors (FAs) and 26 Private Wealth Advisors (PWAs).

Rothstein has also been previously recognized by Forbes, which named her the No. 1 of “Top Women Wealth Advisors” from 2018 to 2021.

In addition to work, Rothstein serves on the board for several organizations, including Teen Cancer America, the Early Childhood Partial Hospitalization Program at UCLA, and the UCLA Health System.


Use the comment form below to begin a discussion about this content.

Sign in to comment