Rebecca Crosby
Private Client Advisor

Qualifications

EDUCATION
BBA Accounting – Southern Methodist University
MS Accounting – Southern Methodist University

CERTIFICATIONS
Certified Public Accountant, Texas

PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants

MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates, Trusts and Gifts

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Estates & Trusts Planning & Compliance

Background

Rebecca started her career at Saville 3 years ago. Rebecca primarily focuses on affluent families and individuals, trusts, estates, and gifts. Rebecca’s experience and knowledge of tax planning and compliance allow her to advise her clients in a variety of areas.

When Rebecca isn’t working, she enjoys spending time with family & friends and her dog as well as running, cooking, and fishing.