Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Rachel Eaton joined Merrill Lynch Wealth Management in 2016 with 15 years of experience in the financial services industry. She began her career as a senior accountant with Deloitte and Touche and today she utilizes her attention to detail as she analyzes clients’ portfolios.
Rachel has a depth of experience working with professionals, including those in the healthcare industry who are established in their careers, nearing, or already in retirement. Although each client is unique, they all lead busy lives and don’t always have the time to effectively oversee their wealth management needs. As a result, they often turn to Rachel to guide them through the complexities of their retirement pension plans and to create investment strategies designed to generate income and help maximize their retirement savings.
An engaged listener, her consultative approach to managing clients’ wealth begins with simple conversations. Rachel seeks to understand the goals clients have for themselves and their families. What do they need their money to help them achieve? What are the things that might be preventing them from achieving those goals? By asking detailed questions, Rachel helps to uncover issues clients might not have considered and help them set realistic retirement income planning goals. Her goal is to give her clients the best life possible with the resources they have available.
Supported by Registered Wealth Management Client Associate, Travis Barnhard for more than seven years, Rachel believes that every client deserves superior service. She enjoys interacting and spending time with clients and has been told on numerous occasions that she has the ability to explain complex subject matters in easily understandable language.
Rachel earned her bachelor’s degree in business management with an emphasis in finance from Sacramento State University. She and her husband, Kurt, live in Rocklin, where they enjoy gardening, hiking and spending time with friends and family. They are also the proud parents of three “fur” babies, one of who is trained as a therapy dog and takes weekly visits to Memory Care, a home for dementia patients. An avid supporter of animal rights and welfare, Rachel is also a former board member of her local animal shelter.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State University Sacramento
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.