Rebecca McClellan, MBA

Client Relationship Manager at Oak & Stone Capital Advisors

Address: 545 North Bethlehem Pike, Suite 203 | Ambler, PA 19002

Phone: 215.643.6270

Fax: 215.643.6216


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Rebecca McClellan, MBA, is a multi-talented professional whose greatest strength is taking complex situations and breaking them down into bite-sized steps to accomplish amazing goals.  She was an integral member of several successful start-up companies before turning her attention to financial services.  She is passionate about entrepreneurism, personal finance, and great customer service, all to help her clients reach their goals.

Rebecca graduated from Penn State University B.S in Psychology and an MBA in Entrepreneurial Studies.  After spending much of her time on the east coast between Connecticut and Pennsylvania, she fell in love with Colorado, and now lives in Denver with her husband and 2 daughters, Brianna and Avery.  She enjoyed several decades playing ultimate frisbee, and now finds herself dabbling in anything that can keep her outdoors including hiking, fishing, running, swimming and paddle boarding.  She is an active member of her church community and volunteers regularly.