As a Client Service Manager in CWA’s Charlotte office, Rachel provides clients with comprehensive support by managing account activities, addressing their needs, and helping the advisory team deliver a seamless experience.
Prior to joining Capital Wealth Advisors in 2025, Rachel held client service and leadership roles in a high-end retail environment, most recently as Client Service/Project Lead at Restoration Hardware. She managed projects from start to finish and focused on building lasting client relationships.
Having grown up in North Carolina, Rachel enjoys calling the Carolinas home. In her free time, she likes being outdoors, spending time with friends and family, and exploring local events or new restaurants. When she’s not out exploring, you can find her at home relaxing with her cat, Loki.
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