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Rachel Lewey, Financial Advisor

FINANCIAL ADVISOR
Rachel A Lewey

CFP®, ABFP™, AAMS™
404 Rocksylvania Ave, Iowa Falls, IA 50126opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Agribusiness Professionals

About Rachel

My approach to life is one of curiosity, knowledge-seeking and service. I want to learn and travel and experience all of the things that this life has to offer. I want to learn and grow in my acumen and knowledge, and I want that for my family, my friends and my clients.

As a financial advisor, my purpose it to help change client's lives and the lives of their families for generations to come. I help create opportunities to learn, to grow and to thrive. Using an established process, I build financial strategies specific to my clients' goals. It all...

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Iowa State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Yoga
  • Traveling
  • Outdoor Enthusiast

Team Members

  • Anne Wiarda
    Branch Office Administrator
  • Susie Rottink
    Branch Office Administrator

Upcoming Events

  • JUN10

    June 10 04:30PM 07:30PM

    Client Appreciation Event

    Client Appreciation Event

    Learn More

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(641) 648-5355

Fax

(888) 273-2134

Office Address

404 Rocksylvania Ave
Iowa Falls, IA 50126opens in a new window

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