ADVISOR BIO

Rachael L Martindale is a financial advisor with Morgan Stanley. Rachael is registered with the state of California as an investment advisor representative and with the state of Texas as an investment advisor representative. Rachael has been in the industry since May 2022 and has passed the Series 7TO, SIE and Series 66 exams. Rachael is registered in 53 states as a broker and is a registered Investment Advisor in two states. Rachael specializes in working with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth.

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ADVISOR BIO

Rachel Wedeen is a financial advisor with Morgan Stanley. Rachel has been in the industry since 1981 and has held previous roles at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Rachel is registered in 35 states and holds a Series 3, Series 7, Series 63 and Series 65 license. Rachel specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Rachel O'neill Jowdy is a financial advisor with Guggenheim Investments. Rachel has over 16 years of experience in the financial services industry. She specializes in portfolio management for investment companies and pooled investment vehicles. Rachel is registered with the state of California and Illinois. Rachel has passed the Series 6, 7, and 63 examinations, along with the SIE and Series 65 exams.

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ADVISOR BIO

Rachel Robasciotti is a Registered Investment Advisor representative associated with Adasina Social Capital. Rachel is a seasoned financial professional with over 20 years of experience in the industry. Rachel has experience working with individuals, high-net-worth individuals, charitable organizations, investment companies, and corporations. Rachel is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals.

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ADVISOR BIO

Rachel Nishimoto is an Investment Advisor Representative at Parnassus Investments, LLC and has been with the firm since November 2012. Rachel has extensive experience in the financial services industry, with a particular focus on investment company products. Rachel has a Series 6, Series 65 and SIE license and has worked in the industry since March 2013. Rachel holds a specializations in Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Rachel Erin matte Murfit is a financial advisor with Morgan Stanley. Rachel has been in the financial services industry for 16 years. Rachel is registered with the state of California as an investment advisor representative and with the state of Texas as a registered representative. Rachel is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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ADVISOR BIO

Rachel Blanc is a financial advisor with over 23 years of experience in the industry. Rachel Blanc is currently registered with Morgan Stanley, and previously held positions with J.P. Morgan Securities LLC and UBS Financial Services Inc. Rachel Blanc has a wide range of experience in the financial services industry.

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ADVISOR BIO

Rachel Costa Ribeiro is a financial advisor with First Foundation Advisors in IRVINE, CA. Rachel has been in the industry since 2008 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Rachel is a Certified Financial Planner and holds Series 7 and 63 licenses. First Foundation Advisors provides financial planning, investment management, and portfolio management services to individuals and businesses. The firm has over $5 billion in assets under management.

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ADVISOR BIO

Rachel McElroy is a financial advisor with Morgan Stanley. Rachel has been in the industry since 2019. Rachel holds the Series 66, Series 10, Series 9, Series 7TO and SIE licenses and is registered in multiple states, including California and Texas. Rachel has extensive experience working with individuals, high-net-worth individuals, investment companies, insurance companies, charitable organizations, corporations, and pension plans. Rachel is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Rachell Eleanor Fanucchi is an investment advisor representative with Morgan Stanley. Rachell has been in the securities industry since February 13, 1989 and has a history of working with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Rachell has been registered with the state of California since June 1, 2009, and with the state of Texas since October 6, 2017. Rachell specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and investment companies.

SPECIALIZATIONS