Rebecca James

Rebecca James has nearly two decades of experience in financial services and currently serves as a Trust Advisor at Parkside, overseeing the administration, risk management, and servicing of fiduciary and investment management accounts. She specializes in trust and estate administration, client relationship management, and regulatory compliance.

Rebecca has built deep expertise in estate settlement, charitable trusts, IRA administration, and wealth management. Her experience includes interpreting legal documents, coordinating with attorneys and CPAs, and guiding families through sensitive transitions with care and professionalism.

Known for her empathetic and client-centered approach, Rebecca combines deep technical knowledge with a genuine commitment to those she serves. Her compassion, integrity, and attention to detail make her a trusted advisor during life’s most important transitions. Whether working with individuals, families, or professional partners, Rebecca brings a calm, thoughtful presence and a strong sense of responsibility to every relationship. Her approachable nature, coupled with a strong work ethic, allows her to build lasting connections and deliver meaningful, personalized service.

Rebecca James holds a Bachelor of Science in Business Administration from the University of Missouri–St. Louis, where she discovered early on her passion for trust services.