Financial Planning Assistant, RJFS
IFS welcomed Rachel to the team in early 2021. As an Associate Advisor, she works with our advisors to prepare meeting reports, identify financial opportunities for clients, and take notes during account reviews.
Being involved with a small business owned and operated by her family, she quickly developed a love for entrepreneurship and the small business community. Paired with her love for people and personal development, these two interests made the financial services industry a perfect fit. Her passions lie in connecting people, spreading understanding, and planning ahead to create an increased quality of life for others.
She graduated magna cum laude with a bachelor’s degree in Financial Planning from the University of South Florida in 2020 – Go Bulls! She currently holds SIE, Series 7, Series 66, and Florida Insurance License for Life, Health, and Annuities (2-15). Rachel’s upcoming goals include earning the CFP® (CERTIFIED FINANCIAL PLANNER™) and CEPA (Certified Exit Planning Advisor) designations.
Rachel was born and raised in the Tampa Bay Florida area. She spends her out-of-office time by hosting family gatherings, maintaining an active lifestyle, participating in art and design, and camping!