Director, Wealth Management, and Private Wealth Advisor, Raymond James
BREAKOUT SESSION
TRAILBLAZING WOMEN IN FINANCE: REAL STORIES WITH WEALTH MANAGERS
This session will feature candid conversations with leading female wealth managers who have broken barriers and made significant contributions to the field. Attendees will gain valuable insights on what it’s like to be a female wealth manager, learn about their unique approaches to wealth management, and discover actionable advice for aspiring finance professionals. Don't miss this opportunity to be inspired by the stories of women who are shaping the future of finance.
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Bio
Rachel is a planner who focuses on the big picture and specializes in retirement planning, tax planning, and estate planning. Through an empathetic approach, she helps clients through life transitions, and making decisions that inform their next chapters. Rachel does not shy away from tough conversations across generations or among couples, because wealth often serves multi-faceted goals and outcomes. Rachel has 20 years of industry experience. Joining Raymond James in 2005, she transitioned from a corporate role to become a financial advisor in 2011, and earned the CERTIFITED FINANCIAL PLANNER ® designation shortly thereafter. Rachel was recently recognized by Forbes as one of America's Top Women Wealth Advisors Best-In-State, 2024.