Rachel
Mcdonough
Eversource Wealth Advisors, LLC
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About this Advisor
Rachel Mcdonough is a financial advisor based in Hudson, Wisconsin, working with Eversource Wealth Advisors, LLC. Rachel has previously held positions at Raymond James Financial Services, Inc, Make Your Money Count, LLC / Mcdonough Consulting Group, LLC, Eversource Wealth Advisors, LLC, Ameriprise Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Mcnellis & Asato, LTD. Rachel has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Rachel is part of Eversource Wealth Advisors, LLC, which operates out of Hudson, Wisconsin. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$2,694,361,660
59
8,119
$331,859
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rachel Mcdonough Work History
Eversource Wealth Advisors, LLC
Ameriprise Financial Services, Inc
Mcnellis & Asato, LTD
Raymond James Financial Services,Inc
Make Your Money Count, LLC / Mcdonough Consulting Group, LLC
Raymond James Financial Services Advisors, Inc
Disclosures
Please visit the SEC profile of Rachel Mcdonough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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