Rachael Aaron

About Rachael Aaron

Significant wealth is different – in both its opportunities and challenges. We are dedicated to organizing, planning and managing all aspects of your complex financial life so you can focus on doing the things that matter most to you. Founded in Austin, Texas, we incorporate the city’s entrepreneurial energy into everything we do for our clients. We will implement a tailored wealth management plan that helps you achieve your unique goals. As fiduciary advisors, we view ourselves as partners with you, sitting on the same side of the table and pursuing shared goals. Our goal is to deliver unbiased, objective advice you can trust.

Experience

1. Senior Director

   Venturi Private Wealth

   Dec 2020 — Present

   As a Senior Director at Venturi Private Wealth, Rachael brings nearly three decades of wealth management experience. As the past President for the Austin/San Antonio chapter of the Association for Corporate Growth, she founded ACG Women\'s PODs and the \"Austin Sheroes Summit\" to support and celebrate women leaders. Driven by a passion for helping others, she collaborates with her team of highly credentialed specialists to create tailored solutions for ultra-high-net-worth individuals and their heirs, with a focus on empowering the next generation. A graduate of Leadership Austin Essentials Class 38, she is also among the few women in Austin to hold the CEPA designation, showcasing her expertise in assisting business owners.

Education

• Institute for Divorce Financial Analysts

  Certified Divorce Financial Analyst (R)

  2020

• The Wharton School

  IMCA Certified Investment Management Analyst Program

  2003

• Texas Tech University - Rawls College of Business

  Bachelor of Business Administration (BBA), Marketing

  1987 — 1991

• Leadership Austin

  Essentials, Civic Engagement

  2016 — 2017