Rachel Halverson

Rachel Halverson is a seasoned Wealth and Fiduciary Advisor and Vice President at Evercore Wealth Management, LLC, where responsibilities include financial planning, fiduciary administration, and client services for high-net-worth individuals since April 2017. Prior experience includes a role as a Registered Paraplanner at Allodium Investment Consultants from September 2011 to April 2017, focusing on retirement planning and financial calculations. Additionally, Rachel held various positions at Wells Fargo Investments from November 2007 to September 2011, where the focus was on securities operations and client service. Rachel earned a Bachelor of Science degree in Marketing from St. Cloud State University, completing studies from 2000 to 2005.