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Rachel A. Ratajczak

Administrative Assistant, Private Client Group

Rachel joined Clearstead in 2020 as an Administrative Assistant for the Private Client Group. In this role, Rachel provides administrative support to Managing Directors, Client Service Associates, and Tax personnel. She is responsible for coordinating account transactions, finalizing client meeting materials, and organizing client documents and files.

Prior to joining Clearstead, Rachel worked as a Client Service Associate helping manufacturing clients broaden their workforce knowledge. Prior to this she spent 7 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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