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Cfp® Rachel Holbrook

Wealth Advisor and Financial Planner

Rachel Holbrook, CFP®, is a financial advisor with Merrill Lynch Wealth Management. She holds the Certified Financial Planner (CFP®) designation and has additional certifications, including Personal Investment Advisor and Certified Exit Planning Advisor, which were issued in April 2021. Rachel leverages her expertise to provide tailored financial advice, empowering her clients to achieve their financial goals.12

Her professional background includes diverse roles in wealth management, and she is known for combining technical expertise with a personalized approach to client service. Further details about her career and services may be available on her LinkedIn profile or through Merrill Lynch Wealth Management.

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Cfp® Rachel Holbrook
Cfp® Rachel Holbrook, photo 1
Cfp® Rachel Holbrook, photo 2
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Location

Greater Boston