Rebecca Rothstein

Rebecca Rothstein

Formal First Name

Rebecca Rothstein is Managing Director and Senior Consultant of The RVR Group at Merrill Private Wealth Management. Rothstein works with high-net-worth individuals, families, and institutions, helping them advance their wealth management goals. As a senior consultant, she focuses on helping clients through wealth management and tax minimization strategies and legacy planning services. She also works with corporate officers, developing liquidity and diversification strategies for concentrated stock positions. Prior to joining Merrill, she held positions with Deutsche Bank, Alex Brown, Morgan Stanley, and Bear Stearns, where she started her career. Rothstein is the highest-ranked female wealth manager on the Forbes list with over 30 years of experience in the industry. She has garnered a number of national honors as a financial advisor and is also active in the community.

Professional Experience



  • Forbes America's Top Wealth Advisors, 2020-2023

  • Forbes America's Top Women Advisors, 2018-2023

  • Forbes Best-in-State Wealth Advisors 2020-2023

  • Barron's Top 100 Financial Advisors, 2007-2012

  • Barron's Top 100 Women Financial Advisors in America, 2006-2012


  • Chairman of the Board, Teen Cancer America

  • Board Member, Early Childhood Partial Hospitalization Program, UCLA System

  • Board Member, UCLA Health System


  • She is the Chairman of the Board and Founder of TCA. Since 2012, TCA has raised over 20 million dollars, most of which was raised by her working with Daltrey.

  • TCA has established 42 hospital partners across 19 states, and served over 70,000 young people and their families.

  • She is also a board member of the Early Childhood Partial Hospitalization Program at UCLA, which helps children who have been diagnosed with autism, developmental disabilities, and behavior disorders.