Rachel C. McDermott
Independent Financial Planner @Thoroughbred Advisors
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WORK HISTORY
Independent Financial Planner @Thoroughbred Advisors
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
University at Albany
Bachelor of Science - BS, Psychology
State of Wisconsin
Wisconsin State Insurance licensure- life, disability
State of Vermont
Vermont State Insurance licensure- life, accident, health
State of New York
New York State Insurance licensure- life, accident, health
ABOUT RACHEL C. MCDERMOTT
I take pride in helping my clients prepare for the next steps in their financial future…
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