Rachel Halverson

Vice President, Wealth & Fiduciary Advisor

Minneapolis

Rachel is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., providing support in financial planning, fiduciary administration, and client services for families. She has 15 years of experience in the financial services industry.

Prior to joining Evercore in 2017, she was a Paraplanner at Allodium Investment Consultants serving on a team responsible for delivering wealth management services to high net worth individuals and foundations. She started her career with Wells Fargo Advisors providing investment operation support to Financial Advisors.

Rachel received a B.S. in Business Marketing from St. Cloud State University.