Associate Advisor

Raquel joined the FAI Wealth Management team in July of 2019. Her primary role is to support the Senior Advisors through gathering and organizing client data and information, assisting in the development of financial planning analyses, and presentations.

Raquel graduated from Towson University in May 2019, earning a B.B.A. with a concentration in Financial Planning and a minor in Economics. There, she was a founding member of the student organization Women in Finance. She is currently studying to obtain her CFP® designation.

Formerly of New York City, Raquel currently resides in Silver Spring, Maryland. Her hobbies include watching criminal justice television shows, cooking, swimming and traveling. 

Recent News

Recent News

How Women are Redefining Legacy and Giving Planning

How Women are Redefining Legacy and Giving Planning

10/14/2019 12:00:00 AM EDT
a week ago

More and more women are choosing to leave a lasting, noteworthy mark on the world through their philanthropy.  

A former executive for a global telecommunications ...

Take These Financial Steps When a Loved One Passes Away

Take These Financial Steps When a Loved One Passes Away

10/14/2019 12:00:00 AM EDT
a week ago

When a loved one dies, survivors must attend to a number of issues during a difficult time.

Aside from notifying friends and family, making funeral ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Q3-Quarterly Investment Commentary

Q3-Quarterly Investment Commentary

10/31/2019 11:00:00 AM EDT