Rachel is a Director of Marketing and Client Relationship Manager at Icon Wealth Partners and works closely with high-net-worth individuals and families to help simplify complex financial decisions and create long-term wealth strategies tailored to their goals.
She is passionate about helping clients feel organized, informed, and confident in their financial lives–particularly women navigating major life transitions, career growth, liquidity events, and multigenerational planning.
Prior to joining Icon in 2023, she spent five years at MFS Investment Management consulting financial advisors and professional buyers on investment solutions.
A New England native, Rachel earned a Bachelor of Science in business administration with a concentration in Finance from Bryant University.
