Rachel Greene, FPQP®
Senior Client Service Associate
As a Senior Client Service Associate in Wealthspire’s Salisbury office, Rachel supports clients and their advisors with complex service needs. With 10 years of wealth management experience, she has worked her way from the front desk through a variety of client service roles, giving her a firsthand understanding of the many details that shape a client’s experience. For Rachel, client service is as much about the relationship as the transaction. She values being a familiar and dependable presence through the different stages of a client’s financial life, from celebrating important milestones to helping manage the details during difficult transitions. Prior to her career in wealth management, Rachel held management roles with Gorgeous! Salon and Chick-fil-A, experiences that helped shape her commitment to serving others. Rachel holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation and is a Maryland Notary Public. Outside of work, she enjoys spending time with her family, volunteering through Adopt-A-Block.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
