Rachelle Advani

Rachelle Advani has extensive experience in financial services, currently serving as Regional Manager of Client Service at Edelman Financial Services since November 2007, where responsibilities include supporting the Retirement Planning Manager and ensuring client satisfaction through the management of employer-sponsored retirement plans. Prior roles include Regional Client Service Supervisor and Retirement Plans Associate at Edelman, as well as Restricted Stock Administrator at Wachovia Securities, where compliance with stock transaction regulations was maintained. Rachelle's career began at Andrews Federal Credit Union as a Member Services Representative, focusing on account management and loan processing. Rachelle holds a Bachelor's degree in Business Administration and Management from Averett University.