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Rebecca Fontes

Rebecca Fontes

Client Service Associate

Office: 781-416-2900 ext. 227
Fax: 781-416-2901
E-mail:
 

As a licensed Life and Health Insurance Agent, Rebecca supports Jerry Govatsos and
Richard Shakter in establishing and administering life insurance and annuity programs
for their clients. In addition, Rebecca does everything behind the scenes to support
Jerry’s and his clients’ administrative needs in her courteous manner with tremendous
efficiency each day.


Prior to Financial Compass Group, Rebecca worked as a Client Service Analyst for a
wealth management firm where she worked in the area of Executive Benefit Design
and Administration for their clients. She also worked for an insurance company
focusing on case management and client resolution and in support of the Compliance
Officer and Pension Administrator for the International Union of Operating Engineers.

 

Rebecca graduated from Merrimack College with a Bachelor of Science in Marketing.
Rebecca grew up and currently resides in Natick, MA.

 

Rebecca Fontes is registered with Equitable Advisors (NY, NY 212-314-4600), Member FINRA, SIPC, and provides administrative support services only.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Financial Compass Group, LLC is not owned or operated by Equitable Advisors.

 


Rebecca Fontes offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck