portrait of Rachel Weiland
FINANCIAL ADVISOR

Rachel Weiland

CFP®, AAMS™
111a White St, Morganton, NC 28655opens in a new window
CallSend Me a Message

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 08:30AM - 05:00PM
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

Phone

(828) 544-8001

Fax

(844) 750-3914

Office Address

111a White St
Morganton, NC 28655opens in a new window

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