Rachel Wexler, CTFA

Rachel Wexler joined LWC in 2015 and serves as the Administrative Services Team Lead within Fiduciary Services. She oversees operational processes that support fiduciary administration, maintains firmwide fiduciary policies and procedures, and ensures consistent execution across assigned workflows. She is a member of the Fiduciary Services Committee. Rachel holds a BS in Management and Organizations from Central Connecticut State University and an MBA from Northeastern University, and she is a Certified Trust and Fiduciary Advisor.

Prior to joining LWC, Rachel worked in banking and relationship management at the former Citizens National Bank.