Rachel Coronel

About Rachel Coronel

Accomplishing dreams through financial education and planning is what I do with my clients. Together we incorporate your unique circumstances, whether you are a business, individual or family.

Experience

1. Financial Advisor

   Merrill Lynch

   Feb 2020 — Present

   After 15 years in the financial services industry, I joined Merrill Lynch Wealth Management in 2020 to help individuals, medical professionals and business owners develop personalized financial strategies by understanding their unique short- and long-term financial goals. My approach to investing is grounded in an understanding of you. As life and the markets change, I help you understand the pros and cons of every financial decision, and help you maintain discipline so you can effectively pursue your goals. I\'ll work with you to help you understand your personal investment style, prioritize your goals, and build an individualized plan that reflects your needs. As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. I provide a full-service financial collaboration for every financial decision and look forward to working with you.

Education

• Columbia University

  Bachelor's Degree

  2001 — 2005

Skills

• Financial Services
• Crm
• Investments
• Investment Advisory
• Etfs
• Investment Management
• Asset Allocation
• Mutual Funds
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Management
• Securities
• Equities
• Series 63
• Finance
• Series 7
• Portfolio Management
• Asset Managment
• Fixed Income
• Wealth Management
• Series 6
• Strategy
• Asset Management