Broker Check

ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

Learn more
OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

Learn more
OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Meet our team of experienced professionals.


Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance strategies.

Rebecca Fontes

Client Service Associate


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.

WE CAN HELP

Find Out More