Rachel Keesey

Rachel is an Advisor on the SJS team working closely with multi-generational families and individuals. She specializes in investment strategy and financial plan development to help clients achieve goals. She also plans to contribute to SJS’ efforts that tailor services to women’s segments based on their profession, life-stage, and primary interests.

Rachel joins SJS in 2023 with over 7 years of experience in wealth management. Prior to SJS, Rachel was a Financial Advisor at UBS, where she worked closely with business owners, executives, and families.

She is active in the Toledo community supporting various non-profit organizations including Cherry Street Mission, Metroparks Toledo (Good Natured), and the Greater Toledo Community Foundation. She is President of Miami University Alumni Association of Northwest Ohio, a Leadership Toledo alumni, and a member of North Cape Yacht Club and The Toledo Club.

Rachel earned her B.S. degree from Miami University’s Farmer School of Business, majoring in finance and minoring in marketing. After graduating from Miami University, Rachel coached sailing for Sailing Australia in Melbourne, Australia and Larchmont Yacht Club in New York. In addition to competitive sailing, she enjoys downhill skiing, reading and spending time outdoors. A native of Sylvania, Ohio, Rachel is a proud graduate of St. Ursula Academy and currently resides in Downtown Toledo.