Rebecca Hilchey

In November 5, 2014
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Rebecca-HilcheyDirector of Operations

Rebecca supervises all aspects of daily operations, bookkeeping and manages client service at PWM. Prior to joining PWM in 2005, she worked closely with Bill at Westminster Financial. She began her career in the financial services industry in 1997 as an executive assistant with Northwestern Mutual Financial Network. She obtained her Notary Public license in 2014.  A graduate of Canisius College in Buffalo, she earned her Bachelor of Science degree in business management. She is a native of Oakfield, New York,  and currently resides with her family in Gates.

Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

William J. Prentice II AWMA®, CFP®, CIMA®

is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OR, PA, RI, SC and TX.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.