Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
250 MONROE AVENUE NW
GRAND RAPIDS, MI 49503
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Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 and 2018
Rachel joined Merrill Lynch Wealth Management in 2000 in New York City, and moved back to Grand Rapids to join the team in 2003. She graduated from Cornell University with honors, and completed her Masters Degree in Financial Services with a focus in Tax and Philanthropic Planning. She is committed to the most deeply held principal at Merrill that clients come first and is proud to be a part of that tradition.
Rachel is approved as a Portfolio Manager within the Merrill Lynch Investment Advisory Program. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Rachel is very involved in the Grand Rapids community and is currently on the boards of John Ball Zoo, Davenport University Foundation, Family Business Alliance, St Mary’s Foundation, and the Equest Center for Therapeutic Riding. She chairs the investment committees for the Council of Michigan Foundations and Davenport University Foundation and is the Co-chair of the J Board Ambassadors of Van Andel Institute. She has also been a trustee or committee member for Opera Grand Rapids, YWCA of West Central Michigan, DeVos Children’s Hospital, Leadership Grand Rapids and Michigan Women’s Foundation.
2018 Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List
Forbes "Best-in-State Wealth Advisors" list in 2018
Forbes "Best-in-State Wealth Advisors" list in 2019
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.
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
*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.