Awards and Industry Recognition

Barron's

Top 1,200 Financial Advisors
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018
Top 100 Women Financial Advisors
2025
Top 1,500 Financial Advisors
2026

Forbes

Top Wealth Advisors Best-In State
2026 • 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2018
Top Women Wealth Advisors
2026 • 2022 • 2021 • 2020 • 2019 • 2018
America's Top Wealth Advisors
2019
Top Women Wealth Advisors Best-In-State
2026 • 2025 • 2024 • 2023
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024 • 2023

About Rebecca

Rebecca DeCesaro is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Becky advises individuals, families and institutions, helping them make informed decisions about the direction and scope of their wealth and pursuing their goals more effectively. She has particular depth catering to the needs of multi-generational families, as well as endowments and foundations, offering the wisdom and perspective she has gained from supporting an accomplished clientele.
Clients seek Becky's advice for a host of needs, from taxsensitive portfolio design and wealth transfer to pre-sale planning for a business, investment policy statement development and family wealth dynamics. A capable collaborator, Becky works well with clients' external advisors, including their tax and legal intermediaries, as well as institutional board members and staff. To each relationship, she offers reliable responsiveness and a genuine desire to bring clients the ideas and insights that can have a meaningful impact on the trajectory of their wealth. Becky infuses significant care and energy into each relationship, proud to walk with clients through successive stages—building wealth, deploying wealth and transferring wealth to the people and causes they cherish.
Becky has more than three decades of experience in investing and wealth management. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she spent more than 17 years with First Republic Investment Management, where she was a Senior Managing Director and Wealth Manager. Becky's career also includes nearly six years with U.S. Trust, where she was a Senior Vice President and Portfolio Manager. Her portfolio management duties began in 1994, when she assumed the position of Chief Investment Officer for the Merchants Trust Company. She offers extensive institutional knowledge and has been employed by various investment banking and money management firms, including Montgomery Securities in San Francisco, Charles Schwab in Denver and Brown Brothers Harriman in Boston. She began her career in 1987 with Morgan Stanley in New York.
Originally from Montana, Becky earned her B.A. in Public Administration from Montana State University
Committed to giving back, Becky serves on the Board of Trustees of Oregon Public Broadcasting.
Becky and her husband, Michael, have two children and one grandchild, who make them very proud. Outside the office, she loves to hike, bike, garden, spend time outdoors, and be with her dogs, Yogi and Mia.

Insights

Markets and Economy

Why are stocks at record highs with no Iran resolution?

April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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Retirement

3 ways to stay active while in retirement

April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
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Wealth Planning

What is the wash sale rule?

April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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