Rachel  Ashman

Rachel Ashman
Premier Banker

11425 Lawyers Rd.

Mint Hill, NC 28227

About me

Background

I am a Premier Banker with over 22 years of Financial Services experience who provides Clients with personal advice, an exceptional experience, and tailored solutions along on their financial journey. I love helping individuals and families achieve their goals by helping them create a Personal Financial Plan uniquely suited to their needs and values. 

This is accomplished by being thoughtful and passionately committed and taking extra care to translate goals into tangible actions. My daily goal is to serve as my Clients’ Relationship Manager, putting them first and building their trust through high-touch attention, in-depth conversations, and utilizing technology. I strive to ensure my clients feel empowered to make confident financial decisions now and into the future. 


Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration; Minor in Psycology
Liberty University

Personal interests

My husband and I have lived in the Charlotte area for over 20 years and have 2 daughters. I enjoy watching their soccer and football games, spending time with family and friends, and playing with our golden doodle. 

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

Locations

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