Rachel Peeler, CEPA®

Financial Advisor, RJFS

Rachel joined IFS in early 2021, bringing a passion for helping clients navigate their financial journeys with personalized, thoughtful solutions. As a Financial Advisor, Rachel takes the time to understand each client’s unique circumstances, goals, and challenges, crafting strategies which fit their distinct needs. Her approach is grounded in a deep belief that financial success is not just about numbers, but about building relationships and working to achieve long-term personal well-being.

Growing up involved in a family-owned small business, Rachel developed a strong passion for entrepreneurship and the small business community. This experience has fostered a natural ability to connect with and support business owners in various stages of their journey. Whether it’s managing personal finances or planning for an eventual business transition, Rachel is dedicated to making sure her clients feel confident and at ease as they plan for the future.

Rachel is a CERTIFIED EXIT PLANNING ADVISOR (CEPA®), a designation from the Exit Planning Institute, where she specializes in the Value Acceleration Methodology. This strategic, systematic approach helps business owners enhance the value of their businesses while aligning their business goals with personal goals—especially in preparation for a business transition/exit/succession.

Her partnership with Raymond James, one of the largest and most respected financial services firms globally, ensures Rachel has access to comprehensive research, innovative resources, and world-class support. With Raymond James’ broad capabilities in capital markets, asset management, banking, and advisory services, Rachel delivers professional financial guidance that’s both personalized and informed by cutting-edge insights.

Rachel is a proud alumna of the University of South Florida, where she graduated magna cum laude with a Bachelor’s degree in Personal Financial Planning in 2020—Go Bulls! In addition to her CEPA® certification, Rachel holds multiple licenses, including SIE, Series 7, Series 66, and a Florida Insurance License for Life, Health, and Annuities (2-15).

Originally from the vibrant Tampa Bay area, Rachel loves to spend her downtime exploring the local food scene, supporting small business markets, and indulging her love for art and design. She also enjoys cooking and discovering new recipes with her toddler, blending family time with her passion for creativity and exploration.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.