Broker Check
Rebecca Souza

Rebecca Souza

Client Service Associate

Becky is an exceptional client service associate with a strong passion for helping clients simplify their lives.  Becky entered the financial services industry four years ago when she joined LPL Financial.  The Mercer Partners team relies on her pleasant demeanor, self-discipline, and attention to detail to add tremendous value to our clients and our strategic partners.  Prior to joining LPL Financial, Becky spent 33 years in various customer service roles, within the banking industry and information technology field.  In her personal time, she enjoys rooting for the San Francisco Giants, San Francisco 49ers, and the Golden State Warriors.  She enjoys spending time with family and friends, and regular camping trips.