I am a financial advisor based in beautiful Missoula, Montana. I opened my Edward Jones branch in March 2005.
My career began as an auditor in Ann Arbor, Michigan close to where I grew up. It evolved into financial advising when I joined Morgan Stanley in 1998 at their Albany, NY branch. I later transferred to their Boston office and ended up as a trust officer at Hudson Savings Bank.
After a great adventure on the East Coast, I joined family here in Montana and was blessed to find my home with Edward Jones. Over the past two decades of being a financial advisor, I've had the honor of helping hundreds of families reach their dreams and persevere through the toughest of markets and the hardest of days in their personal lives. I pride myself in knowing my clients both personally and professionally and strive to help them achieve what they value most.
Away from the office, I enjoy spending time with my two young daughters, husband, family and friends. I appreciate the running community in Missoula and feel fortunate every day when I see our open spaces. I am involved with the International Choral Festival, was a past president of the Centennial Rotary Club of Missoula and was on the board of the Missoula Women's Business Network.
My team includes my office administrator, Michelle Couture, who plays a fundamental role in the experience we provide to our clients. We are dedicated to being an integral part of our clients' lives.
Together, we bring our best selves for our clients, our firm and our families. We are always interested in helping a new friend, family member, business or non-profit set goals and achieve them.
- Socially Conscious Investing
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
Phone NumberRachael M Morawski at (406) 541-3216
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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