Rebecca Streamo, J.D.

Senior Wealth Advisor, Wealth Strategist, Shareholder

A woman with curly brown hair and a bright smile stands in front of a blurred, modern indoor background. She is wearing a black blazer over a purple top.
Request a Consultation
Hometown

Raleigh, NC

Colleges

BA, University of North Carolina, Chapel Hill; J.D., North Carolina Central University

Certifications

J.D.

Office Location

Baltimore

Rebecca joined HB Wealth in January 2025 after working with WMS Partners for over 14 years. She works with client families to help them achieve their goals through comprehensive and individualized financial planning. She has a particular interest and background in estate and wealth transfer planning and enjoys helping clients with the intricacies of providing for their loved ones and future generations.

While at WMS Partners, Rebecca worked with many client families as both a financial advisor and planner. Rebecca chaired the firm’s Planning Committee, where she led the firm’s financial planning processes and resources. Before that, Rebecca was a practicing attorney at TrustCounsel, a trusts, estates, and tax law firm headquartered in Chapel Hill, North Carolina.

Rebecca earned her Bachelor of Arts in English with Distinction from the University of North Carolina at Chapel Hill and a Juris Doctor from North Carolina Central University. Rebecca is a member of the North Carolina State Bar and a past member of the Durham/Chapel Hill and Wake County Estate Planning Councils.

In her spare time, Rebecca enjoys spending time with her family and friends, particularly her children, traveling, especially to the beaches and mountains in North Carolina, baking, reading, and exploring the outdoors.

A woman with curly brown hair and a bright smile stands in front of a blurred, modern indoor background. She is wearing a black blazer over a purple top.
Request a Consultation

Rebecca joined HB Wealth in January 2025 after working with WMS Partners for over 14 years. She works with client families to help them achieve their goals through comprehensive and individualized financial planning. She has a particular interest and background in estate and wealth transfer planning and enjoys helping clients with the intricacies of providing for their loved ones and future generations.

While at WMS Partners, Rebecca worked with many client families as both a financial advisor and planner. Rebecca chaired the firm’s Planning Committee, where she led the firm’s financial planning processes and resources. Before that, Rebecca was a practicing attorney at TrustCounsel, a trusts, estates, and tax law firm headquartered in Chapel Hill, North Carolina.

Rebecca earned her Bachelor of Arts in English with Distinction from the University of North Carolina at Chapel Hill and a Juris Doctor from North Carolina Central University. Rebecca is a member of the North Carolina State Bar and a past member of the Durham/Chapel Hill and Wake County Estate Planning Councils.

In her spare time, Rebecca enjoys spending time with her family and friends, particularly her children, traveling, especially to the beaches and mountains in North Carolina, baking, reading, and exploring the outdoors.

Hometown

Raleigh, NC

Colleges

BA, University of North Carolina, Chapel Hill; J.D., North Carolina Central University

Certifications

J.D.

Office Location

Baltimore

Request A Consultation with Rebecca Streamo, J.D.

My Investment Portfolio Size(Required)
*By providing my wireless phone number to Homrich Berg, I agree and acknowledge that Homrich Berg may send text messages to my wireless phone number for any purpose, including marketing purposes.