DEM Atlanta, Georgia

Rebecca Phillips

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.

Debbie Boyce

Debbie Boyce serves as Client Services Manager in DEM’s Atlanta office. Debbie has worked in the financial services industry for over 20 years and has been working with Rebecca since joining Worsham & Sammons Wealth Management in December 2002. Debbie’s primary responsibilities include working closely with new and existing clients on an administrative level processing service requests.

Copyright © 2011-2020. All rights reserved. Powered by Pepper Glen.