Rachael Lavoie Registered Client Services Manager
Rachael Lavoie joined the Aventura Family Office team in 2013. In her role as Registered Client Services Manager, Rachael is involved in all aspects of the client relationship. She participates in data gathering, preparation of financial plans, account opening and implementation of investment strategies.
Rachael is a graduate of Ole Miss, in Oxford, MS, and holds the Series 7 General Securities Representative license and Series 9 and 10 General Sales Supervisory licenses.
Professionalism is a key to perfectionism.