portrait of Rachel M Eckard
FINANCIAL ADVISOR
Referrals Only
Serving clients with $250,000
CallSend Me a Message

About Rachel

When you become a client, you commit to your financial future! We work to help make your dreams come true. But before we do that, we want to understand what your dreams are, your basic needs, emotional relationship to money and what your family picture and financial picture look like. We want to get to know you, so we can provide personal service, tailored and relevant advice. We work with your other professionals, such as CPAs and attorneys, to help ensure efficient planning.

I've been serving as a financial advisor since 2017 and have had the pleasure of helping my...

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Corporate Executives
  • Healthcare Professionals
  • College Savings

Work History

  • Edward JonesNovember 2019 to Current
  • St. Mary's Fitness CenterNovember 2018 to July 2022

Education

  • Univ of Nevada,RenoBachelor of Science

Personal Interests

  • Yoga
  • Art & Theater
  • Camping
  • Personal Fitness
  • News & Media

Team Members

  • Dawn Barnett
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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