Born and raised in Massachusetts, Rachel went directly into the Financial Services Industry upon graduating college from the University of Rhode Island with a degree in Finance. After working multiple jobs and putting herself through college, she settled on a career in finance in Providence Rhode Island. Just six months later she followed love and transferred to New Jersey. Despite not having a large personal network at all, she had big aspirations as a top performer, which she later achieved. She spent the next several years building clientele as an advisor. Due to her career’s early success and her love for working with others, she was asked to enter management as a Corporate Development Manager.
Over a period of 15 years Rachel directly mentored hundreds of new agents and advisors, worked with thousands of business owners, families, and professionals concentrating on their Retirement, Accumulation, Protection and Estate Planning goals. In addition, she has been brought in as a specialist to roll out employee benefit programs to a wide array of NJ and NY largest employers. During her years in executive management, she managed to balance a career and raise 3 small children, but always wanted to return to her roots; operating her own practice and assisting clients in making their most critical financial decisions with peace of mind. Rachel is extremely passionate about her work; helping professionals and businesses make smart financial decisions using simple strategies in a tax efficient manner.
Rachel has 21 years of extensive experience and has earned a multitude of FINRA Securities licenses, a Financial Adviser with Eagle Strategies LLC, has her Life & Health Insurance licenses, as well as the industry”s top professional Financial Planning and Retirement Planning designations from the American College; CHFC®, CLU®, CLF®, CASL®, LUTCF®, CLTC. On a more personal note, she is married to Shane for the last 17 years, a mother to Sophia 13 years old, Grace 12 years old, and Charlie 9 years old. In their downtime as a family, they enjoy vacationing, skiing, RV-ing, coaching and attending their children’s sporting events just to name a few. Rachel is an active volunteer and supporter of Make-A-Wish New Jersey, the Alzheimer”s Association, previous board member of her district”s PTO, and a Lacrosse coach. For the 2nd consecutive year in a row Rachel has ranked #48, best in state on the Forbes List of America”s Top Financial Security Professionals, last year ranking #38 Best in State. To date, SHOOK has evaluated more than 16,500 professionals for consideration in its rankings published by Forbes. These advisors were filtered down from over 42,108 nominations based on SHOOK’s high quantitative and qualitative thresholds.
Rachel is a career professional, an active resident in the community, a wife, a mother of three, serves as a member to many associations and organizations including the NJ Home Builder Association and the Professional Women in Building, just to name a few. She is a multi-business and multi — Real Estate owner. A few of her projects include Card My Yard with fellow townie Jenn Pepe where they met on the district’s PTO Board. Rachel & Shane’s most recent Real Estate purchase is The Mountaineer Inn, at Vail Resorts Mount Snow, VT. Rachel is as passionate as they come and most importantly has an undeniable love for life. Her mantra continues to be, “Live for today and plan for the future”. Rachel is taking on select new clients and believes, “Effective financial strategies can sometimes require a team of experts working together to serve your best interests. We are the quarterback who helps make sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. We look forward to working with you.” *
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings.
* Rachel M. Vergari is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment
Adviser and a Registered Representative offering securities through NYLIFE Securities LLC (member FINRA / SIPC), A Licensed
Insurance Agency and wholly owned subsidiary of New York Life Insurance and an agent licensed to sell insurance through New York
Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated companies.
**GoodStreet Financial LLC is not owned or operated by New York Life Insurance Company or its affiliates.