Rachel joined Evolve Advisor Group as a Client Services Administrator in March 2026.
Rachel is responsible for managing client service requests, maintaining account records, and supporting advisors with day-to-day operations. Rachel serves as a key point of contact for clients, ensuring requests are handled accurately and efficiently.
Prior to joining Evolve, Rachel worked in retirement and investment operations, where she supported client accounts and coordinated asset transfers.
Rachel grew up in various places across the country and abroad. Outside of the office, she enjoys spending time with family, being outdoors, reading, and trying new restaurants around Central Florida.