Rachel Markle

Senior Client Service Associate

Rachel Markle joined Raymond James in 2018, having previously worked in institutional sales before transitioning to wealth management in 2019. Prior to joining Raymond James, she worked at BMO and William Blair. She has over six years of experience in the financial services industry. She holds her Series 7 (General Securities Representative) securities license and is currently studying for the Series 66.

Rachel provides exceptional client service and assists in new accounts, transitions to Raymond James, and ongoing account maintenance.

She 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. In her free time, she enjoys volunteering and spending time with family and friends.