I grew up in Macon, GA, the music capital of the south IMO. I have always had a love for live music and jam bands because of this experience. I chose College of Charleston because of my love for the coast, arts, and southern culture.
Even though I love the arts, I chose to major in business because my father was a business owner and my grandmother taught me about investing and personal finance. I interned with a brokerage firm my senior year and that led me to the financial capital of Charlotte post-college to start my career in Finance.
I have worked in operations and client service so I understand that service and back-office administration are so important to the client experience. Financial planning and developing a personal strategy are the focus of my work. Of course connecting to and understanding client’s needs are my first priority. I love wellness and believe in mindfulness and a work/life balance.
I’ve always loved creating—music, videos, even a children’s book about my mother-in-law’s lovable little chihuahua (still a work-in-progress).
But, creating memories is the best! My wife, Malisa, and I have more than our fair share these days. Thanks to our little baby Ruthi, precious moments now include either spaghetti-stained shirts or avocado-greased hair. And, apparently, we love those moments so much, we decided to give Ruthi a little brother to show her wild ways! He’ll arrive this winter.
In a former life professionally, I created television stories. Now, I create opportunities for bold, new adventures. I love the work we do because it has the ability to expand the possibilities for one’s life. And, if I can help create that belief in others, I will have created a successful life for myself as well!
Rachel has been working in the financial services industry since 1992, starting out answering the phones and learning the operational side. She spent 20 years with Raymond James as a Service Associate and doing several operational duties. She has been a part of Williams Wealth Management since 2003, as a Service Associate and Operations Manager. Rachel’s organizational skills help keep the team on track and her operational knowledge helps provide complete and speedy service.
Rachel feels blessed with two children, Tori, age 18, and Zach, age 15—both adopted from Russia in 2004. They are very creative and smart kids. She enjoys traveling, scrapbooking and reading as well as spending time with her black lab, Dixie.