Rachel Kelley's Location
Boston, Massachusetts, United States
Rachel Kelley's Work
- Private Wealth Advisor @ Merrill Lynch
- Private Wealth Advisor, First Vice President - Wealth Management @ Merrill Lynch
Rachel Kelley's Education
- Hartwick College
Bachelor's Degree
1989 - 1993
Rachel Kelley's Skills
- Team Building
- Investments
- Training
- Wealth Management
- Sales
- College Savings Strategies
- Estate Planning Strategy
- Asset Management
- Customizable Investment Strategies
- Widow Transition Planning
Rachel Kelley's Summary
Rachel Kelley, based in Boston, Massachusetts, United States, is currently a Private Wealth Advisor at Merrill Lynch, bringing experience from previous roles at Merrill Lynch. Rachel Kelley holds a 1989 - 1993 Bachelor's Degree @ Hartwick College. With a robust skill set that includes Team Building, Investments, Training, Wealth Management, Sales and more, Rachel Kelley contributes valuable insights to the industry. Rachel Kelley has 2 emails on RocketReach.
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