MLR

Team

We care for our people.

Rachel Roth

Wealth Management Associate

Professional Experience

Rachel joined ML&R Wealth Management in April 2019, bringing with her over 20 years of experience in the financial services industry. Rachel has a passion for developing client relationships by delivering world-class service and assisting with the client’s long-term planning and day-to-day needs associated with the wealth management process.

Rachel began her career in 1999 as a Paraplanner at a financial planning firm in Houston. She moved to Austin in 2001 where she worked for a brokerage firm then transitioned to a Registered Investment Advisory (RIA) firm, advancing to a role in which she managed the client service operations team.

Industry Focus

  • Wealth Management
  • Retirement Planning
  • Investment Management
  • Compliance

Education

  • South Texas College - BAS In Organizational Leadership - expected completion in 2021

Community

Past

  • Junior Achievement, Volunteer
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