DEM Atlanta, Georgia

Rebecca Phillips serves as a CERTIFIED FINANCIAL PLANNER™ in DEM’s Atlanta office. She earned her degree in marketing from the University of Tennessee and completed her CERTIFIED FINANCIAL PLANNER™ designation through Oglethorpe University in Atlanta. Rebecca began her career in the financial services industry in 1998 at the former Worsham & Sammons Wealth Management firm, where she was employed for 10 years until the firm was sold. When the firm sold in 2008, Rebecca held the dual positions of Portfolio Manager/Chief Compliance Officer. She was promoted to and held the position of Portfolio Manager in the new firm until joining DEM in December 2012.