Congratulations To Our Client Services Associate Rachael Grattan

Rachael GrattanCongratulations to Client Services Associates Rachael Grattan, who is our latest team member to earn the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.

Rachael completed her undergraduate coursework at Florida Atlantic University in Business and Finance.

As Client Services Associate, Rachael helps clients with all aspects of their account and financial planning needs, and will focus on coordinating clients’ overall financial planning and retirement strategies. Please feel free to call Rachael for assistance at any time.  She can be reached by phone at 561-417-0001, or via email at

As Rachael’s accomplishment demonstrates, within our firm, we are committed to continuously upgrading our skills and knowledge through continuing education, industry training, and enhanced professional designations.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!
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