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Rachel is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing support in financial planning, fiduciary administration, and client services for families. She has 15 years of experience in the financial services industry.
Prior to joining Evercore in 2017, she was a Paraplanner at Allodium Investment Consultants serving on a team responsible for delivering wealth management services to high net worth individuals and foundations. She started her career with Wells Fargo Advisors providing investment operation support to Financial Advisors.
Rachel received a B.S. in Business Marketing from St. Cloud State University.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
