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

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.