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Rebekah Curran

Retirement Plan Services Relationship Manager at Everhart Advisors

Rebekah Curran is a seasoned professional in retirement plan services and wealth management, currently serving as a Retirement Plan Services Relationship Manager and Wealth Management Services Associate at Everhart Advisors since June 2017. Rebekah has a background in retirement plan administration, previously working as a Retirement Plan Services Representative at Hamilton Capital Management and as a Retirement Plan Services Manager at Everhart Advisors. Prior to their roles in retirement services, Rebekah held positions as a Trust Fund/Relationship Manager at Huntington National Bank and as a Staff Accountant and Service Center Representative at Buehler Food Markets, Inc. Rebekah holds a Bachelor of Business Administration in Finance from Kent State University.

Location

Columbus, United States

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Everhart Advisors

Everhart Advisors is an independent retirement plan advisory firm, providing a comprehensive suite of services to enhance employer-sponsored retirement plans, including fiduciary compliance & liability protection, investment due diligence, participant education & advice, plan design, cost control, and fee transparency. As a fee-based Registered Investment Advisor (RIA), Everhart Advisors delivers objective advice without regard to vendor selection. For more information regarding the PLANSPONSOR award visit: https://everhartadvisors.com/retirementplanadviseroftheyear/ Everhart Advisors is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Everhart Advisors and its representatives are properly licensed or exempt from licensure. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Everhart Advisors does not endorse, authorize or sponsor third party content, services, products or information. As a registered investment advisory firm, we are restricted from posting any form of testimonial related to our investment advisory services. Thus, LinkedIn recommendations and endorsements must be disabled. Everhart Advisors does not provide tax or legal advice. Posted comments may not be those of Everhart Advisors. Posted comments may not be representative of the experience of clients and do not indicate future performance or success. Everhart Advisors do not solicit investment advisory endorsements via wall comments or the “like” function.


Employees

11-50

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