Rachel Vertrees
Client Relationship Manager at Maverick Wealth Advisors
Based in Canon City, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Canon City
Industry
Financial Services
Company size
4
Contact information
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r•••••••@maverickwealthadvisors.com
Phone
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Background
About Rachel Vertrees
At Maverick Wealth Advisors, I specialize in fostering strong client relationships to assist individuals and businesses in achieving their investment goals. I take a personalized approach to servicing client accounts spanning account opening, meeting scheduling, general account questions, account updates, and beyond. I also lead our ongoing marketing efforts. In this role, I focus on crafting innovative content, managing digital and traditional campaigns, and fostering brand loyalty. Whether it's through education resources, financial news updates, or general awareness, I aim to simplify financial concepts and build trust with our audience. My goal is to expand financial knowledge within our community and generate new business opportunities. Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Concurrent Investment Advisors, LLC d/b/a Maverick Wealth Advisors are not affiliated companies.
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