Rachel Small

Vice President Financial Consultant Truist Investment Services, Inc.

Rachel Small is a Vice President and Financial Consultant with Truist Investment Services, Inc. Rachel is passionate about helping people feel knowledgeable when it comes to their finances. 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 help 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 guide you with strategies designed to support you today and well into the future. Reliable service is the foundation of everything she strives to do. Rachel wants to help make the financial planning process approachable, informative, and, most importantly, centered around you.

Investment Adviser Representative, Truist Advisory Services, Inc.

Rachel is a Wake Forest native and an avid equestrian. She has lived on her family’s farm all but six years of her life. She and her husband, Jim, have horses, cows, and one loud but loveable donkey.