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Rachel McCauley, Financial Advisor

Focus Areas

  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Special needs financial considerations
  • Intergenerational planning
  • Education savings strategies

About Rachel

With over 20 years in the Financial Industry I still find inspiration in the families with whom I'm fortunate to partner with and the community I enjoy serving.

Every person is unique in his or her needs and goals. It brings me personal satisfaction to team with you to plan, strategize and help realize your goals. Through the years together, we'll adjust and improve your plan to ensure we protect what matters most and build financial success for you and your family.

There's a special place in my heart for families who have the responsibility of caring for a disabled child, as...

Work History

  • Edward JonesJuly 2018 to Current

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Farming
  • Home Improvement
  • Gardening

Team Members

  • Linda Skally
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 07:00PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More