Principal Owner
Pivot Wealth & Insurance Strategies, Llc
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Rebecca Gorrell Email & Phone Number
Principal Owner
at
PIVOT Wealth & Insurance Strategies, LLC
1 work email found
@pivotincomestrategies.com
6 phones found area 816, 913, 785, and 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal Owner
Location
Overland Park, Kansas, United States
Company size
Who is Rebecca Gorrell? Overview
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Quick answer
Rebecca Gorrell is listed as Principal Owner at PIVOT Wealth & Insurance Strategies, LLC, a company with 2 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at pivotincomestrategies.com, phone signal with area code 816, 913, 785, 212, and a matched LinkedIn profile for Rebecca Gorrell.
Rebecca Gorrell previously worked as Owner at Pivot Income Strategies, Llc and Financial Adviser at Eagle Strategies Llc. Rebecca Gorrell studied at The University Of Kansas.
Company email context
Email format at PIVOT Wealth & Insurance Strategies, LLC
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{first}.{last}@pivotincomestrategies.com
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AeroLeads found 1 current-domain work email signal for Rebecca Gorrell. Compare company email patterns before reaching out.
Profile bio
About Rebecca Gorrell
We work with clients to understand their situation and needs, and educate on concepts and strategies to help meet a number of insurance and financial needs.We work with clients in 5 areas of focus: - Protection: Life Insurance, Disability Insurance & Extended Healthcare Planning - Tax Efficiency Planning - Wealth Accumulation - Income Distribution - Estate PlanningUnderstanding and utilizing the strategies & concepts available is critical for personal financial and/or business success. We can help you fully analyze your needs & recommend appropriate solutions. And, if needed, we arrange business & valuation attorneys, accountants & other important advisers to work together on the clients behalf.Specialties for Small & Medium Sized Business Market: - Multiple Ownership Structure Planning - Key Person Compensation - Succession & Sell Strategies - Tax Planning - Deferred Compensation Arrangements - Retirement & Benefit Solutions We arrange and organize the necessary individuals, so things gets taken care of sooner rather than later, & the clients/owners can move closer to doing what it they 'want to do' instead of what they 'have to do'.PIVOT Income Strategies, LLC8000 IH 10 West #800San Antonio, TX 78230913-661-7229CA license 0I36854AR license 9082126In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company & a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither PIVOT Income Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.PIVOT Income Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Listed skills include Retirement Planning, Retirement, Estate Planning, Employee Benefits, and 36 others.
Current workplace
Rebecca Gorrell's current company
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Pivot Wealth & Insurance Strategies, Llc
5 roles · 14 years
Rebecca Gorrell work experience
A career timeline built from the work history available for this profile.
Owner
CurrentLife is a series of pivot’s. Some big, some small. Making the right decision at each pivot point can have a dramatic impact on what’s ahead. PIVOT Income Strategies, LLC helps you make the pivotal changes in your financial, protection and investment planning to safeguard you, your family, your business and create guaranteed income in retirement.Neither.
Apr 2006 - Present
Financial Adviser
Current
Eagle Strategies Llc
Financial Adviser offering investment advisory services through Eagle Strategies LLC.
Apr 2024 - Present
Registered Representative / Agent
CurrentI work with individuals/families & business owners to create a plan for pre & post retirement life, the execution of buying or selling their business & legacy planning for their families or charitable wishes. Most clients have various products, accounts & legal documents already in place. Because our "wants" & "needs" in life change over time, I often find.
2012 - Present
~14 yrs 4 mos
Registered Representative
-I started my practice within the individual distribution channel of a fortune 100 company, gained great insight into the brokerage markets and employee benefits. -Learned the importance of income planning vs wealth accumulation planning-Most importantly; my time with MetLife helped me crystallize the type of practice I wanted to create for myself and my.
Apr 2006 - May 2012
2 education records
Rebecca Gorrell education
Education record
Education record
The American College
FAQ
Frequently asked questions about Rebecca Gorrell
Quick answers generated from the profile data available on this page.
What company does Rebecca Gorrell work for?
Rebecca Gorrell works for PIVOT Wealth & Insurance Strategies, LLC.
What is Rebecca Gorrell's role at PIVOT Wealth & Insurance Strategies, LLC?
Rebecca Gorrell is listed as Principal Owner at PIVOT Wealth & Insurance Strategies, LLC.
What is Rebecca Gorrell's email address?
AeroLeads has found 1 work email signal at @pivotincomestrategies.com for Rebecca Gorrell at PIVOT Wealth & Insurance Strategies, LLC.
What is Rebecca Gorrell's phone number?
AeroLeads has found 6 phone signal(s) with area code 816, 913, 785, 212 for Rebecca Gorrell at PIVOT Wealth & Insurance Strategies, LLC.
Where is Rebecca Gorrell based?
Rebecca Gorrell is based in Overland Park, Kansas, United States while working with PIVOT Wealth & Insurance Strategies, LLC.
What companies has Rebecca Gorrell worked for?
Rebecca Gorrell has worked for Pivot Wealth & Insurance Strategies, Llc, Pivot Income Strategies, Llc, Eagle Strategies Llc, Nylife Securities Llc / New York Life Insurance, and Metlife Midwest Associates.
How can I contact Rebecca Gorrell?
You can use AeroLeads to view verified contact signals for Rebecca Gorrell at PIVOT Wealth & Insurance Strategies, LLC, including work email, phone, and LinkedIn data when available.
What schools did Rebecca Gorrell attend?
Rebecca Gorrell studied at The University Of Kansas.
What skills is Rebecca Gorrell known for?
Rebecca Gorrell is listed with skills including Retirement Planning, Retirement, Estate Planning, Employee Benefits, Wealth Accumulation, Small Business, Finance, and Life Insurance.
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