As a Research and Planning Analyst for Spaugh Dameron Tenny, Rachel analyzes and inputs financial plan data, prepares client annual review meetings, and conducts financial research.
Rachel joined Spaugh Dameron Tenny in July 2020. She attended Appalachian State University as a second-generation legacy graduating with a degree in Political Science Pre-Professional Legal Studies. Rachel holds the Series 7 and 63 registrations along with her life insurance license.
Outside of work, Rachel enjoys offshore fishing and playing on the beach with her dog.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
CRN202504-2210151
4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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