Rachel Markle

Senior Registered Client Service Associate

Rachel Markle joined Raymond James in 2018, first working in institutional sales before transitioning to wealth management in 2019. Prior to Raymond James, she worked at BMO Global Asset Management and William Blair. She has over six years of experience in the financial services industry. She holds her Series 7 (General Securities Representative) securities license and the Series 66 (Uniform Combined State Law Certification).

Rachel provides exceptional client service and assists in new accounts, transitions to Raymond James, and ongoing account maintenance.

She graduated from Loyola University Chicago with a B.A. in French.

Rachel is originally from Chicago and currently lives in Rogers Park. In her free time, she enjoys volunteering and spending time with family and friends.