Rachel Roberts Client Service Representative Mission Wealth

Rachel Roberts

In by Mission Wealth

Rachel Roberts Client Service Representative (1)

Rachel Roberts

Operations Manager

Scottsdale

(805) 335-6716

CONTACT RACHEL

"I thoroughly enjoy collaborating with our dedicated wealth advisors and their clients. Being able to bridge the gap between the planning stage and the final outcome is an incredibly rewarding experience for me."

Rachel Roberts is an Operations Manager at Mission Wealth. She works closely with her Wealth Advisors and Client Services Representatives team to prepare new account paperwork and perform ongoing account maintenance for clients. Rachel also acts as a point of contact for clients, addressing their inquiries and providing personalized support throughout their financial journey.

"I thoroughly enjoy collaborating with our dedicated wealth advisors and their clients. Being able to bridge the gap between the planning stage and the final outcome is an incredibly rewarding experience for me."

Rachel Roberts is an Operations Manager at Mission Wealth. She works closely with her Wealth Advisors and Client Services Representatives team to prepare new account paperwork and perform ongoing account maintenance for clients. Rachel also acts as a point of contact for clients, addressing their inquiries and providing personalized support throughout their financial journey.

Learn About Rachel Roberts

Professional Background

With over a decade of financial service and risk management experience, Rachel brings a strong focus on efficiency, service, and collaboration to her role as Operations Manager for our Colorado and Texas regions. She excels at creating and maintaining streamlined systems that support our internal teams while enhancing the experience for advisors and their clients alike. Known for her proactive mindset and attention to detail, Rachel plays a key role in optimizing daily operations and driving process improvements.

Personal Pursuits

Outside the office, Rachel is passionate about yoga, meditation, and breathwork as part of an active, mindful lifestyle. An avid home cook and baker, she enjoys hosting friends and family, and enjoys exploring the local food scene in the Phoenix and Scottsdale areas.

Community Impact

Rachel feels called towards philanthropic efforts that focus on underserved communities, children's wellbeing, as well as the elimination of food deserts through urban gardening and farming.

Mission Wealth Impact

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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