Rachael Grattan

Rachael Grattan is a seasoned financial planner who joined our firm in early 2018 as an Associate Advisor. In her primary role, she enjoys working one-on-one with her clients to simplify their financial lives and plan for the future. Before joining us, Rachael spent five years at a small RIA in South Florida, where she started in a client service role as she worked to obtain the CFP® designation. She became a CFP® professional in 2016 and then worked there as an Associate Advisor before joining us.