Our Qualifications

Rebecca D. Turner, ChFC
Founding and Managing Partner
Team Role
Ø      Wealth Preservation and Accumulation
Ø      Individual Portfolio Design
Ø      Asset Allocation Strategies
Ø      Conducts Client Events & Presentations 
Ø      Client Relationship Management
Ø      Kansas State University, 1985 B.A.
Ø      FINRA registrations, Series 6,7,63,65 and Insurance License
Ø      Chartered Financial Consultant (ChFC), The American College, Bryn Mawr, PA
Ø      Wharton Certificate in Retirement Planning, Wharton School, University of Pennsylvania
Community Involvement
Ø      YWCA Tribute to Women in Business Honoree, 2008
Ø      Recognized as one of the Great Women of Texas, November 2003
Ø      Tarrant County College “Visions Unlimited” Speaker
Ø      Published Author
Ø      Leadership Fort Worth, Class of 1999
Ø      Board member of The Learning Center of North Texas
Ø      National Association of Women in Construction (Past President)                                                    
Ø      Publicized in Builder Architect magazine and The Image (a NAWIC publication)
Ø      American Cancer Society Sword of Hope Award, 1995
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Wealth Strategy Advisors and Cambridge are not affiliated.