Rebecca Metzger, JD, LLM
Director of Tax and Retirement Planning
In her role at Advocacy Wealth Management, Rebecca leads a team that works to maximize the total economic benefit of any recovery for attorneys and/or their clients across many platforms, including retirement and pension planning, deferred compensation, trust and estate planning, and charitable giving.
Rebecca has over 10 years of experience in the legal and financial services industries. In her early years in private law practice, Rebecca focused on estates and trusts, tax, corporate and non-profit organization issues. She worked directly with clients and conducted extensive research to provide creative solutions for individuals and their businesses.
Rebecca later entered the financial services industry and worked as a Compliance Officer in the Legal/Compliance department of Deutsche Bank where she focused on Compliance Ethics. She managed a team of attorneys that focused on ensuring that the investment banking business properly maintained certain policies and procedures for compliance with federal, state and local laws and regulations.
Rebecca is a graduate of Wake Forest University in Winston-Salem, North Carolina where she earned a Bachelor of Arts degree in French Language and Culture with minors in Psychology and International Studies. Rebecca also earned a Juris Doctorate degree from Mercer University’s Walter F. George School of Law in Macon, Georgia and a LL.M. in Taxation from the University of Florida’s Levin College of Law in Gainesville, Florida. During her years as a compliance officer in the investment banking industry, Rebecca obtained her Series 7 license.
Originally a Georgia native, Rebecca recently relocated back to Northeast Georgia with her husband Brian and family.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
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