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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Leigh Mast is an Investment Advisor Representative at The Colony Group, LLC. Rachel is a Series 65 licensed advisor and has been in the financial industry since 2016. Rachel's career includes experience at Buckingham Strategic Wealth, The Sara Duncan Team and Virginia Mennonite Missions. Rachel has expertise in financial planning, pension consulting and portfolio management for individuals and pooled investment vehicles. She has a passion for working with clients to achieve their financial goals. Rachel is committed to providing her clients with personalized advice and exceptional service. Rachel holds a degree from James Madison University.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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VA
07/01/2024 - Present
THE Colony Group, LLC (NORFOLK VA)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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