portrait of Rachel L Conley
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

About Rachel

As a financial advisor, I am deeply committed to understanding what matters most to you. I believe that personalized wealth strategies are about more than just investments; they are about your entire financial picture. That is why I welcome the involvement of your tax professional and attorney to ensure we create a comprehensive plan tailored to your unique needs.

I graduated from Texas A&M in 2010, and shortly after, embarked on my journey with Edward Jones as a financial advisor. Over the past 14 years, I've had the privilege of guiding clients through their financial journeys, helping them achieve their dreams...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Values and Faith Based Investing

Work History

  • Edward JonesJune 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Gardening
  • Running

Team Members

  • Lori Sadler
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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