Rebeca Irene Cotton

Employer firm

Taconic Advisors CRD 123961

$246M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → Present
  Taconic Advisors, Inc.
  Saugerties, NY
• 12/2021 → 04/2023
  Zeiders
  Grafenwoehr & Vilseck
• 08/2007 → 03/2022
  Keithly Barber Associates, Inc.
  Tukwila, WA
• 01/2021 → 04/2021
  H & R Block
  Fort Irwin, CA
• 06/2021 → 08/2021
  Ballast Point Financial Planning
  Burlingame, CA

Other Businesses

Remote Tax Service Associate Intern: assist in the preparation of federal and state tax returns. Services are provided each tax season. (January to April only).

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rebeca I. Cotton
• Rebeca Cotton
• Rebeca Irene De Jesus