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Office: San Francisco, CA
Email: info@at-pw.com
Direct Phone: 415.363.4290
Fax: 602.734.5495
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Rebecca Douglass

Wealth Paraplanner

Rebecca Douglass brings over two decades of experience in financial services, having held roles across banking, auditing, and wealth management. Her career reflects a deep commitment to supporting advisors as they help clients navigate financial decisions with clarity and confidence.

Originally beginning her professional journey in litigation consulting, Rebecca went on to serve as an Auditor with Ernst & Young. She later spent seven years at Bank of America as a Premier Banking Client Manager, where she advised a portfolio of clients across banking and investment needs. Her transition to BofA Private Bank and later to SVB further deepened her experience in portfolio analysis and high-net-worth client service. In her current role with Ashton Thomas, she supports advisors and their clients with portfolio strategy and planning insights.

Rebecca holds a B.A. in Business Economics from the University of California, Santa Barbara. While at UCSB, she served as a research assistant and a university-appointed note taker—an early indication of her diligence and attention to detail.

Originally from Maryland, Rebecca has called California home for over 30 years. Outside the office, she enjoys hiking with her dog, mountain biking, skiing, kayaking, yoga, and spending time with her blended family of five children. She’s an active member of a weekly hiking group, two book clubs, and a mahjong group. Rebecca and her partner are looking forward to their upcoming wedding.

Rebecca's passion for finance is rooted in a lifelong interest in the markets and a desire to make a positive impact in her clients’ lives. She is energized by the opportunity to help individuals and families plan for the future—so they can live more intentionally today.