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Rebecca Rushton

Estate Planning Strategist

rrushton@merceradvisors.com

Becca enjoys helping clients navigate the complexities of estate planning to accomplish their planning goals. Prior to joining Mercer Advisors, Becca worked as an estate planning attorney for a private law firm in Raleigh, North Carolina. She earned her B.S. in Marine Science from the University of South Carolina and her J.D. from the University of Oregon School of Law. In her free time, Becca enjoys baking, reading, and exploring the Colorado mountains.



Mercer Advisors is not a law firm and does not provide legal advice to clients. All legal advice and estate planning document preparation are provided through Advanced Services Law Group, Inc. (“ASLG”). Estate Planning Strategist employed by Mercer Advisors act concurrently as Counsel with ASLG to provide these legal services and advice to clients. The services of Mercer Advisors and ASLG are separate and distinct from one another, with each requiring a separate agreement and having separate compensation arrangement for services rendered.

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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