How I can help you
Rachel is a planner who focuses on the big picture and specializes in retirement income planning, tax planning, and navigating benefits such as Social Security, Medicare, and long-term care. Through an empathetic approach, she manages investments to help generate a sustainable income stream, while helping clients make key decisions that impact their next chapter. Rachel helps her clients navigate life transitions and tough conversations. She also enjoys facilitating family meetings, succession plans, and conversations across generations.
What makes me knowledgeable
Nearly two decades ago, Rachel began her financial services career with Raymond James’ rotational training program for college graduates. In 2011, Rachel joined Mustard Seed Advisors of Raymond James bringing retirement planning insight from her previous role. In 2017, she became a partner as part of the long-term succession plan for the team, and in 2021 became the team lead. Rachel has earned the CERTIFIED FINANCIAL PLANNER® certification. She graduated from Eckerd College with degrees in both Economics and Spanish. She is fluent in Spanish.
Getting to know me
A native of St. Petersburg, Rachel enjoys spending her leisure time biking, dancing Flamenco, Kizomba and Latin styles, paddle-boarding, listening to live music, and spending time with her family, especially her son, Declan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.