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rachel poe independent financial services tampa bay florida paraplanner financial advisors

Rachel Poe

Paraplanner

rachel.poe@RaymondJames.com

813.908.2701

IFS welcomed Rachel to the team in early 2021.  As a Paraplanner, 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 this industry a perfect fit. Her passion lies in the connection of people, spreading of 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! Her goals are to obtain the licensing needed to become an advisor, as well as earn 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!