Rachel helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and generally makes sure their needs are always her first priority.
She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Rachel joined Raymond James in 2018, having previously worked in institutional sales before transitioning to wealth management in 2019. Before that, she worked at BMO and William Blair. She holds her Series 7 (General Securities Representative) securities license. Rachel’s responsibilities include client onboarding, client service, and risk management.
Rachel graduated from Loyola University Chicago with a B.A. in French.
Rachel is originally from Chicago and currently lives in Chicago’s East Rogers Park neighborhood. She enjoys volunteering and singing in her church choir.