Loring, Wolcott & Coolidge
Rachel Wexler currently works at Loring, Wolcott & Coolidge Trust, LLC as an Administrative Services Team Leader, Trust Advisor, and Fiduciary Services Administrator. Prior to this, Rachel was a Marketing Specialist at The Kessler Group and had various roles at The Citizens National Bank. Rachel holds an MBA in Marketing from Northeastern University and a BS in Management and Organization from Central Connecticut State University.
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Loring, Wolcott & Coolidge
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.