Rachel Golden

Rachel Golden has been serving the financial needs of professionals, business owners and their families for more than 10 years. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. As your financial advisor, Rachel takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Rachel works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.

Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Rachel works diligently to help you develop both your personal financial plan and a detailed investment strategy. Rachel’s planning-based approach is designed to help you pursue current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Originally from Tampa, Florida, Rachel graduated from Trinity College in Hartford, Connecticut with a Bachelor of Arts in history. Prior to joining Raymond James in 2023, Rachel worked for Merrill Lynch for almost 10 years. Away from the office, Rachel enjoys volunteering with The Junior League of Tampa, spending time with her family and two dogs, supporting both the Tampa Bay Rays and Tampa Bay Lightning and traveling to see the best the world has to offer.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.