Portrait of Rebecca Zegles

Rebecca Zegles

Client Service Representative

Based in Melbourne, Rebecca supports clients and advisory teams by coordinating account setup, maintaining account information, and ensuring timely, responsive follow-through.

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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.

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, Client Service Representative

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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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Rebecca Zegles

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Rebecca and Mission Wealth may be the right fit to support your life and financial goals.