Rachel oversees the day-to-day running of the firm’s Palm Beach Gardens office and provides executive support to Chris Chandler and Jennifer Eaton. Rachel takes pride in cultivating a warm, collegial atmosphere in the office and is always ready to help support her colleagues and our clients with whatever they may need.
Rachel brings over 29 years of experience as an Administrative Professional, with the last 18 years concentrated on wealth management for ultra-high net worth clients. Prior to joining the firm in 2015, she was a Client Service Associate with Boston Private Wealth, where she provided customer service to clients and supported Client Advisors. Before that, she was at GenSpring Family Offices, where she started as an Administrative Assistant and was promoted to Family Services Coordinator, helping to implement wealth planning and investment strategies for clients. Before her focus on wealth management, Rachel was an Executive Assistant for the Managing Director of a law firm and a Legal Assistant for a probate attorney.
In her free time, Rachel likes to garden and spend time outdoors. She is a certified Sivananda Yoga instructor and also trains in Brazilian Jiu Jitsu and Muay Thai. She lives in North Palm Beach with her boyfriend, Daniel, and two Dutch Shepherds, Grit and Scout.