Rachel Walczak,  AAMS®

Rachel Walczak, AAMS®

Registered Financial Associate

Phone: 561-733-9900
Fax: 561-733-9991
E-mail:
 

Rachel began her financial services career in 2007 with A.G. Edwards, a predecessor of Wells Fargo. She has earned a bachelor's degree from Western Michigan University with a major in Finance and Commercial Law and a minor in Economics. She has also earned the Accredited Asset Management Specialist (AAMS®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. The program enabled her to identify opportunities and employ strategies not only with regard to investments, but also related to planning for insurance, tax, retirement and estate issues.

In her free time, Rachel enjoys running, gardening, and home renovations. As a team member, her mission is to provide every client with the highest level of personal service and professional integrity.