Rachel Rath brings extensive financial services business strategy and operations experience to her role as Midwest Relationship Manager for the Raymond James, RIA & Custody Services Division. Her guiding principles include integrity, innovation and perseverance. She has a passion for serving the RIA community and lives by the Zen proverb, “The man who moves a mountain begins by carrying away small stones”.
Rachel joined Raymond James RCS following eight years with Charles Schwab Advisor Services, Great Lakes Sales and Relationship Management. In a sales support capacity, she consulted on custody infrastructure, data integration and firm level branding and operations. She managed complex firm level changes including mergers, reorganizations, onboarding and partnered with internal legal, compliance, and risk professionals. As a Relationship Manager, she empowered Advisors to grow, while scaling and maintaining profitable businesses, through delivery of business consulting services. By taking a holistic approach, she positively influenced the overall custody experience.
Rachel earned her Bachelor of Arts from Northern Kentucky University, Master of Business Administration from the University of the Cumberlands, and holds Series 7 and 63 licenses. Located in Northern Kentucky, she has convenient access to the Greater Cincinnati, Indiana, Lexington, and Louisville areas.