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Rebecca Purvis

Rebecca serves as Director of Client Services and Office Manager. She handles all aspects of the back office administration and works closely with clients to establish and maintain accounts, set up portfolio reviews, and answer inquiries regarding client accounts or specific investments. Rebecca joined Doucet Asset Management with over 18 years of business operations experience. She has held management positions focused on client service, operations, and compliance, as well as Senior Accountant and Controller positions. She received a B.A. in Economics with a concentration in Finance from the University of Maryland and is a Series 7, 66 and 24 registered representative of Institutional Securities Corporation.

She enjoys college football, weekends on the lake and spending time with her husband, Jamie.

  • Rebalancing
  • E-Money
  • Morningstar
  • Bloomberg
  • On-Line Access
  • Reporting
  • Portfolio Review