Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rachel Eaton joined Merrill Lynch 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 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.