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Rachel_WalczakRachel Walczak, AAMS®
Registered Financial Client Associate
Phone NumberEmailLocation

bfe_logo_advisor

8794 Boynton Beach Blvd
Suite 220
Boynton Beach, FL 33472
MAP

Phone: 561-733-9900
Toll Free: 844-415-9900
rachel.walczuk@nullbenjaminfedwards.com

My Background

With almost 10 years of experience in the financial services industry, I firmly embrace the principle of putting our team’s clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect. I joined Benjamin F. Edwards & Co. in 2015 as a registered financial client associate working closely with A.G.E. Wealth Management.

In my role, I support our financial advisors with portfolio analysis and establishment of investment strategies targeted towards the needs and goals of our clients. Any financial strategy, no matter how well-designed, is of little value unless it is implemented and maintained. I coordinate with our advisors and clients to ensure financial plans are put into action to help meet the objectives of our clients.

Outside of work I enjoy running, gardening and home renovations.

Education and Credentials

  • Western Michigan University, Bachelor of Business Administration degree in Finance and Commercial Law
  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2011

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.