Rachael Scott

Client Services, Investment Advisor Representative

Rachael brings a background in consumer banking and client relationship management to her role at B.O.S.S. Retirement Solutions. She enjoys getting to know clients, understanding what is important to them, and helping provide a personalized and positive experience throughout their time with the B.O.S.S. team.

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Rachael values building lasting relationships with clients through trust, transparency, and clear communication. She holds a Bachelor of Science degree and maintains a Series 65 license, along with life and health insurance certifications.

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Outside of work, Rachael enjoys spending time with her two young children, hiking, and staying active. She enjoys setting personal goals and taking on new challenges, qualities she brings to both her professional and personal life.

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Rachael Scott
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