Rachel C. McDermott
I strive to build long-lasting relationships with my clients, offering education and financial guidance! Independent Financial Planner | Thoroughbred Advisors | Owner l Purposive Planning l 518-321-0699
- Role
- Independent Financial Planner at Thoroughbred Advisors
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Rachel C. McDermott
I take pride in helping my clients prepare for the next steps in their financial future…
Experience
Independent Financial Planner
Apr 2019 — Present
I empower and educate others to reach their financial goals. Specialties are wealth accumulation, retirement planning, estate protection, estate distribution, and leaving a legacy. I create portfolios comprised of green wind/energy and smart carbon/grid individual securities for clients interested in environmental sustainability and socially conscientious initiatives.Rachel Cohen McDermott Thorougbred Advisors-Financial AdvisorRegistered RepresentativeInvestment Adviser RepresentativeEquity Services, Inc.Rachel Cohen McDermott is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc, Member FINRA/SIPC, 421 Troy Schenectady Road, Latham, NY 12110, 51••••••08. Thoroughbred Advisors is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.Agent is licensed to sell securities in New York and insurance-licensed in New York, Massachusetts, Florida, and Vermont.An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience.TC12•••••••53
Education
John Jay College (CUNY)
Master's degree-M.A., Psychology
1992 — 1994
University at Albany
Bachelor of Science - BS, Psychology
1985 — 1989
State of Wisconsin
Wisconsin State Insurance licensure- life, disability
2021
State of Vermont
Vermont State Insurance licensure- life, accident, health
2021
State of New York
New York State Insurance licensure- life, accident, health
2018
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