Rebecca Jolly, JD

Managing Director, Senior Investment Advisor

Rebecca coordinates Green Square clients’ counterparties, including custody firms and private investment firms, handling account opening, maintenance and money movement. She assists clients with financial planning needs, focusing her efforts on retirement planning, and coordinates with clients’ outside advisors on tax, insurance and estate planning. Before joining Green Square in 2012, she worked as a corporate attorney. She was in-house counsel for AutoZone, Inc. and represented Fortune 50 and Fortune 500 companies in consumer bankruptcy at The Hale Law Group. Rebecca received her Bachelor of Science, summa cum laude, degree from Mississippi College, and her Juris Doctor, cum laude, from the University of Mississippi School of Law. She is licensed to practice law in Tennessee and Mississippi and holds the Series 65 license.