Rachel Frame
Senior Advisor AssociateRachel serves as a senior advisor associate in our Boca Raton, FL office, supporting the local advisory team throughout the financial planning process, assisting with building investment strategies, and managing client relationships.
Rachel brings over five years of industry experience to her role, most recently working as a wealth advisor associate for Ballentine Partners after several years as a junior financial planner for Wealthstream Advisors in NYC.
A graduate of Carnegie Mellon University, Rachel earned a degree in business administration with a minor in global systems management. She holds the Series 65 license and is a CFP® certification candidate.
Currently residing in Delray Beach, FL, Rachel enjoys reading, cooking, and spending time with her fiancé and their black lab, Cooper.
Previous Experience
- Wealth Advisor Associate at Ballentine Partners, LLC
- Junior Financial Planner at Wealthstream Advisors, Inc.
- Registered Investment Advisor Intern at Charles Schwab Corporation
Education & Credentials
- BS, Carnegie Mellon University, Business Administration, minor in Global Systems Management
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
