Rachael Grattan just joined Adam Financial Associates, Inc. as our new Client Services Associate.
She will be helping clients with all aspects of their account and financial planning needs, especially those relating to clients’ Schwab accounts, such as questions regarding statements and applications, tax reporting, eDelivery and Schwab online services, required minimum distributions and retirement contributions, and transfers into and out of Schwab.
Rachael graduated in December 2012 from Florida Atlantic University, where she studied Business and Finance. She is a member of the Beta Gamma Sigma International Honor Society, which recognizes academic achievement in business studies. Prior to joining our firm, Rachael worked as a patient care associate at Boca Raton Regional Hospital and the Atrium Assisted Living Facility, also in Boca Raton.
Before moving to Boca Raton for college, Rachael lived in Fort Myers. In her free time, she enjoys reading and going to the beach. She also has an energetic Cairn Terrier named Tobiee who is always ready for a walk. Her community service activities include volunteer work for the Ronald McDonald House Charities.
Rachael is looking forward to learning more about our financial planning strategies, getting to know clients, and growing with the company.