Rachel Earhart
Financial Advisor @Edward Jones
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Edward Jones
Oklahoma City, OK, US
EDUCATION
University of Central Oklahoma
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cameron University
Bachelor of Business Administration (BBA), Business Administration and Management, General
ABOUT RACHEL EARHART
As an Edward Jones financial advisor, I listen to you to understand what your goals and needs are, both short and long term. We will also work to establish your risk tolerance to determine appropriate investments. Whether you\'re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I also partner with business owners both small and large to create strategies tailored to their needs, including 401k plans, SIMPLE plans, SEPs, and life insurance.While I will work with you personally, we\'re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone\'s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.Ready to Work on Your TermsFocus Areas:Business Owners and Employee Retirement PlansRetirement Savings StrategiesWomen Investors Estate & Legacy StrategiesPortfolio ReviewsCollege instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.