Rachel E. HarveySenior Client Services Manager

    FUN FACT ABOUT ME: I love hockey! I play in a women’s recreational league and my favorite NHL team is the Pittsburg Penguins.

    Rachel E. HarveyRachel has been in the financial services field since 1994 and has been an integral member of the team at Vahanian & Associates since April of 2000. As Senior Client Services Manager, she oversees administrative and operational tasks, broker dealer and firm initiatives, daily client inquiries, account transactions and reconciliation as well as implementation of new programs and procedures.

    Rachel helps maintain the flow of information between our office and our clients. She supports clients throughout the financial planning process of goal establishment, account transfers and serves as a liaison between client accountants and attorneys. Rachel strives to ensure our clients have a seamless transition to Vahanian & Associates and is a dedicated point person for questions and inquires. In simple terms, she is our quarterback!

    Rachel’s educational background includes a B.S. in Finance from Excelsior College, in Albany, NY and she is a two-time graduate of SUNY Adirondack in Queensbury, NY holding an A.S. in Business Administration and an A.S. in Math & Science. Her licensing includes: Series 7 & 63 registrations.

    In her spare time, Rachel is an avid triathlete and enjoys numerous athletic pursuits. She can often be found at a local race or farmer’s market.

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    Vahanian & Associates Financial Planning Inc.Vahanian & Associates Financial Planning Inc.