Rachel Peeler, CEPA®

Financial Advisor, RJFS

IFS welcomed Rachel to the team in early 2021. As a Financial 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!