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Professional Details
- A professional in the financial services industry since 1990, Rachel joined Morgan Stanley Smith Barney in 2009. She began her career with Merrill Lynch, where she gained vast knowledge of Financial Planning as well as providing exceptional service to her clients. She currently holds her Certified Financial Planner™ (CFP®), Chartered Retirement Planning CounselorSM (CRPC®) and Certified Divorce Financial Analyst (CDFA®) designations.
- Life, Health, and Disability Insuranced Licensed
- 1994 - 1997:MBA with Concentration in Finance from Temple University
- 1986 - 1990:Bachelor of Science Degree from Pennsylvania State University
- 2011:Forum of Executive Women- Board of Directors
- 2007 - 2010:JEVS Human Services- Board of Directors
- 2007 - 2010:Congregation Or Ami- Board of Trustees
CFP,CERTIFIED FINANCIAL PLANNER® and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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800.875.1760
