California Wildfires

Our thoughts are with those impacted by the California wildfires. If your Edward Jones branch is temporarily closed due to impacts from the California wildfires and you need assistance, please call Client Relations at 1-800-441-2357 (Monday – Friday 7 a.m. – 5:30 p.m. CT). Also see: What to do after natural disaster

portrait of Rachel Weiland

About Rachel

As an Edward Jones financial advisor, I am a strong believer in supporting small businesses. I was born and raised in a family-owned business in Hickory but spent every weekend on Lake James, so it only felt right to establish my practice in the heart of Morganton.

I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Throughout our partnership, we will work closely not only with you, but with your CPA and attorney as well. I believe it is important to invest my time in understanding what you are working...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • New Investors

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Hiking
  • Mountain Biking
  • Cycling
  • Pets
  • Snowboarding

Team Members

  • Michelle Summerlin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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