Rachel Small

Rachel Small
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

6659 Falls Of The Neuse Rd

Raleigh, NC 27615

rachel.small@truist.com

Phone 919-716-9640

Fax 919-848-6040

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About me

Background

Rachel is passionate about helping people feel knowledgeable when it comes to their money. She has built her career on the belief that financial advice should be clear, practical, and tailored to each person’s unique situation. Whether you're planning for retirement, navigating life changes, or simply trying to get a better handle on your finances, she’s here to guide you every step of the way. Her commitment to building long-term relationships is based on trust and transparency. She takes the time to listen, understand your goals, and offer tried and true strategies designed to support you today and well into the future. Reliable service is the foundation of everything she does. Rachel wants to help make the financial planning process approachable, informative, and, most importantly, centered around you.

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

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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