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Meet the team

Rachel Summerlin, Financial Advisor serving the McKinney, TX area - Ameriprise Advisors

Rachel Summerlin

Financial Advisor
Calander Wealth
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

  • Bachelor of Arts, History, Secondary Education, Midwestern State University, Wichita Falls, Texas

Awards & recognition

  • Calander Wealth, Ameriprise Client Experience Award, 2024

Previous experience

  • Educator, Frisco ISD, Frisco, Texas, 2010 - 2023

Interests

Rachel values building strong relationships and staying connected to the people and communities around her. She enjoys reading, lifelong learning, history, and keeping up with current events. As a dedicated wife and proud mother of two boys, much of her free time is spent supporting their activities and cheering them on from the sidelines as a sports mom. Rachel treasures family time, meaningful conversations, and creating lasting connections with friends, family, and clients alike.