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Rebecca Lin is a graduate of Vanderbilt University with a B.S. in Economics and double minor in Corporate Strategies and Financial Economics. In 2004, she completed the Accelerated Business Institute Program at Owen Business School of Management, an intense business program where she helped develop marketing strategies and general consulting to local corporations of Nashville. Rebecca started her career as a Financial Advisor at MassMutual Financial Group, where she helped her clients reach their financial dreams by protecting, preserving, and growing their assets.

In August 2009, Rebecca joined the Germantown Branch of Arete Wealth Management, LLC to offer wealth management and family office services to clients. Rebecca contributes to the strategies and implementation of Santi Company's Advisory Services. Her philosophy is to always put her clients' interest first, take a complete view of client's current financial situation, and finally bridge the gap between their current circumstances to the client's financial and lifestyle goals.

Rebecca is securities and insurance licensed, holding the Series 6, 63, 65, and the Life and Health licensed in TN. She has been awarded the Chartered Retirement Planning Counselor™ designation by the College of Financial Planning on November 2010. Rebecca is currently a Candidate for the Certified Financial Planner™ program at Christian Brother University School of Business in Memphis, TN. She was awarded a full scholarship to the program this year through the E. Denby Brandon CFP Scholarship Program.

Rebecca is an active member in several professional and community organizations including Financial Planning Association of the Greater Memphis, Memphis PREP, and the Memphis eWomen Network. Rebecca is currently Director of Programs and Education for 2011 Board of Director of the FPA, where she organizes top local and national speakers for monthly lunch meetings. She is a volunteer for the Junior Achievement of Memphis and The Mid-South, Inc and Frayser Elementary. When she is not working, she enjoys spending time with her family and friends, participating in events at Bellevue Baptist Church, enjoying outdoor activities, cooking, and playing with her dog Huey.

Santi Company, LLC
7515 Corporate Center Dr
Germantown, TN 38138
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Tel.: 901.507.2160
Fax: 901.531.8336







Related Links
Rebecca's involvement with Junior Achievement of Memphis and the Mid-South