Rachel is an associate advisor with AdvicePeriod. She helps clients use effective financial planning to achieve their life goals. She also provides financial planning support to Mariner Advisor Network advisors.
Prior to joining AdvicePeriod, Rachel worked at Northern Trust as a senior investment associate. She serviced ultra-high-net-worth clients as part of the portfolio management team.
Rachel received her Bachelor of Science degree from Cornell University in Ithaca, New York, where she studied medicine, law, and economics. She holds the CFP® certification and earned a graduate certificate in financial planning from New York University.
Rachel loves to kayak and jet ski year-round from her home in South Florida.