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portrait of Rachael M Morawski
FINANCIAL ADVISOR

Rachael M Morawski

CFP®, ChFC®, AAMS™
3075 N Reserve Suite H, Missoula, MT 59808opens in a new window
CallSend Me a Message

About Rachael

I am a financial advisor based in beautiful Missoula, Montana. I opened my Edward Jones branch in March 2005.

My career began as an auditor in Ann Arbor, Michigan, close to where I grew up. It evolved into financial advising when I joined Morgan Stanley in 1998 at their Albany, NY branch. I later transferred to their Boston office and ended up as a trust officer at Hudson Savings Bank.

After a great adventure on the East Coast, I joined family here in Montana and was blessed to find my home with Edward Jones. Over the past two decades of being...

Focus Areas

  • Sustainable investing
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies

Work History

  • Edward JonesOctober 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Albion CollegeBachelors

Team Members

  • Lucinda Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(406) 541-3216

Fax

(877) 222-5889

Office Address

3075 N Reserve Suite H
Missoula, MT 59808opens in a new window

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