Rachel Zachary works to deliver quality retirement planning services and fiduciary oversight to our clients. These include analysis of plan design, developing and implementing the overall strategy for the plan, ongoing plan management and pursuing retirement industry best practices. She has extensive experience working on the day-to-day issues that plan sponsors face and driving efficiencies in vendor management and business solutions. Rachel was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers. She was recognized again in 2016 as a NAPA Top Women Advisor All-Star.*
Having spent three years at Merrill Lynch and seven at Bank of America, Rachel has broad experience in the retirement services field. She is knowledgeable in 401(k) Plans, Defined Benefit Plans and 403(b) Plans.
Rachel earned a B.A. from Emory & Henry College and holds multiple securities registrations.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.