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Rebecca Zegles

In by Mission Wealth

Rebecca Zegles, Senior Client Service Representative

Rebecca Zegles

Client Service Representative

Melbourne, FL

(321) 610-1223

CONTACT Rebecca Zegles

There’s a quote I have taped in my desk drawer: “At the end of the day people won't remember what you said or did, they will remember how you made them feel.” ― Maya Angelou

Rebecca Zegles is a Client Service Representative at Mission Wealth in the Melbourne, Florida area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Rebecca's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Rebecca plays a crucial role in the success of Mission Wealth.

Learn About Rebecca Zegles

Professional Background

An industry veteran, Rebecca spent six years at a small RIA, Retter Capital Management, before joining Mission Wealth. From 2010 to 2025 she also assisted an independent adviser, Mark Parsons, in Vero Beach. Her duties included operational and client-related activities as well as compliance. Her career began in 1997 at a regional brokerage firm in Melbourne. She spent several years there, working alongside Mission Wealth’s Edwin Retter in a large and growing practice.

Personal Pursuits

Born in Litchfield, Illinois, to a military family and raised in Melbourne by way of California, Rebecca now lives in West Melbourne with her husband, Shawn, and enjoys traveling, boating and volunteering. She takes great care of family and is an active fundraiser for various local causes in her community.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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