Rachel Weiland, Financial Advisor located in Morganton, NC

Financial Advisor
Rachel Weiland

CFP®, AAMS®
111a White St, Morganton, NC 28655opens in a new window
Accepting New Clients
Serving clients with $500,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Dentists
  • Healthcare Professionals
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Hiking
  • Mountain Biking
  • Snowboarding
  • Traveling
  • Spending Time with Family

Team Members

  • Michelle Summerlin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Phone

(828) 544-8001

Fax

(844) 750-3914

Office Address

111a White St
Morganton, NC 28655opens in a new window

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