Commonwealth Financial Network
Rachel Barker is a Senior Relationship Manager at Carson Wealth since February 2023, focusing on building lifelong client relationships and assisting with wealth management. Prior experience includes roles as a Senior Client Services Associate at Kestra Financial and Operations and Client Services Manager at TEAM Wealth Planning and Management, where Rachel developed client communication programs and marketing strategies. Rachel's earlier career includes serving as Development Coordinator at the Center for Human Development, where fundraising strategies were implemented, and as an Environmental Consultant for Bureau Veritas Group, conducting assessments for properties. Rachel also has experience as an Office Manager at Nest Products, Inc., and as a Project Manager at Nautilus Environmental Services, specializing in environmental site investigations. Rachel holds a Bachelor of Science degree in Environmental Science from Northeastern University.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021