Rachel Lewey
Financial Advisor providing holistic long-term financial strategies at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Waterloo-Cedar Falls, US
- LinkedIn followers
- 500 followers
About Rachel Lewey
My approach to life is one of curiosity, knowledge-seeking and service. I want to learn…
Experience
Financial Advisor
Jun 2015 — Present · Iowa Falls, IA, US
Complex financial strategy is exciting! As a CERTIFIED FINANCIAL PLANNER® Professional, I focus on retirement planning and estate strategies for individuals and businesses. The more complex the better as we work together to accomplish your financial goals.I use an established process that is tailored to your specific needs. I work with your estate planning attorney and your tax professional to ensure you can live the retirement you’ve dreamed of.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Education
Iowa State University
Bachelor's of Science
1999 — 2003
Upper Iowa University Fayette, Iowa
Master of Business Administration (MBA), Organizational Development
2013 — 2015
Skills
- Feature Articles
- Public Relations
- Retirement Planning
- Publications
- Graphic Design
- Journalism
- Marketing Communications
- Social Media
- Editing
- Copy Editing
- Marketing
- Education Planning
- Brokerage
- Writing
- Storytelling
- Financial Analysis
- Life Insurance
- Nonprofits
- Editorial
- Advertising
- Stock Strategies
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