Rebecca Glasgow

Managing Director, Private Wealth Advisor, RBC Wealth Management

Rebecca Glasgow has spent her 20-year career in financial services advising business owners, wealthy families, and ESOP-owned companies. She draws on her extensive experience in the areas of wealth and insurance planning and her prior experience in institutional asset
management to build tailored solutions for her clients and their diverse needs. 

Today, as a partner of The ESOP Group, Glasgow works closely with business owners and their families on business-transition advice, specifically, utilizing employee stock ownership plans (ESOPs) as a liquidity and ownership transfer tool. In addition to working with private business owners and their families, her team also assists ESOP-owned companies with their cash management and company sustainability challenges. 

Glasgow is a frequent speaker on business owner liquidity and transition options, ESOPs, and Section 1042 tax deferral (a planning tool for which her team is most well-known).