Client Service Associate
Rachel Sweat is our Client Service Associate, she is one of the primary points of contact for clients in need of our services. Rachel often communicates with clients to assess and serve their transactional requests and act as a liaison to their Financial Advisor for planning purposes.
Born and raised in Seminole, Florida, Rachel is an avid animal lover and worked as a veterinary assistant for five years before joining us at Keybridge Wealth Management. She is currently attending the University of South Florida, where she studies marketing, and brings new knowledge to the marketing team here.
A South Florida native, Rachel enjoys spending time outdoors with her family and friends. Some of her favorite activities are fishing, trying local breweries, taking a boat ride to the sandbar to soak up some sun, and of course, spending lots of time with her dog, Jameson.
E-mail [email protected]