Rachel is a planner. She’s always taken a big-picture view of the world, and that perspective serves her – and her clients – very well. By not simply planning ahead but planning from every angle, Rachel is able to help people move smoothly from one season of life to the next and enjoy themselves along the way. She serves as Mustard Seed Advisors of Raymond James’ retirement planning professional. This area of expertise involves not only managing investments to help generate a sustainable income stream, but also helping clients make key decisions that impact their income and lifestyle in retirement. In short, she plans for a sustainable harvest.

Rachel began her financial services career in 2005 with Raymond James’ rotational training program designed for college graduates. She went on to become a product development manager with retirement solutions initiatives, a role that gave her the opportunity to collaborate with financial advisors on all aspects of retirement income planning. In 2011, she decided to use the experience she’d gathered working closely with advisors in order to become one herself.

After earning her Series 7 securities license, Rachel joined Mustard Seed Advisors of Raymond James in 2011. In 2017, she became a partner in Mustard Seed Advisors as part of a long-term succession plan for the team and our clients.

A native of St. Petersburg, Rachel graduated from Eckerd College with degrees in Economics and Spanish. Outside of work, Rachel enjoys volunteering with local organizations, practicing Nia and yoga, dancing, paddle-boarding, and spending time with son Declan, and her family.