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

Fighting Through Financial Paralysis

Fighting Through Financial Paralysis

8/2/2019 12:00:00 AM EDT
3 weeks ago

“When you have to make a choice and don’t make it, that is in itself a choice.” – William James

Noted American philosopher and psychologist ...

Playing It Safe: The Best Data Protection Protocols

Playing It Safe: The Best Data Protection Protocols

8/2/2019 12:00:00 AM EDT
3 weeks ago

Our personal information has never been so easy to steal, and guess what? In large part, we can blame ourselves.

How is that possible? Businesses ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...