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Rachel A. Ratajczak

Client Service Associate, Private Client Group

Rachel joined Clearstead in 2020 as an Administrative Assistant for the Private Client Group. She now serves as a Client Service Associate and supports several advisors in the Private Client Group. In this role, Rachel delivers services, performs account maintenance, reconciles accounts, prepares meeting materials, and helps with other special projects.

Prior to joining Clearstead, Rachel worked as a Client Service Associate helping manufacturing clients broaden their workforce knowledge. Prior to this she spent seven years in the automotive warranty industry completing many different tasks to help customers and clients. She has a Bachelor degree from Bryant & Stratton College in Business Management.

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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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