Rachel A. Strauss Manager of Client Services and Assistant Investment Advisor Email Rachel As client services manager, Rachel is frequently a first point of contact fielding client requests or concerns. She also trains and supports clients in their use of Droms Strauss Advisors' website for online account information, at their convenience, and for storing important documents in their private “vault.” As an assistant investment advisor, she assists with portfolio rebalancing, processing trades, and monitoring client portfolios to assure that investment accounts are maintained in accordance with clients’ Investment Policy Statement objectives. Rachel worked with Wachovia Bank in New York City from 2005 to 2008, where she began as a summer intern and was invited to a full-time position after graduation. As a client management associate for two years, she handled private banking and wealth management services for high-net worth investors, typically ranging from $250,000 to $5 million in investable assets. She served as a key contact for clients, understanding their needs and assuring they had access to the best resources to meet them. With her move to Droms Strauss Advisors in 2008, she now enjoys working more directly with the financial market. In her pursuit of a career in wealth management, she is currently working on her course and exam requirements to obtain CERTIFIED FINANCIAL PLANNERTM Board certification.

Education Bachelor of Arts, Economics and Communication, Denison University