Rachelle Packard brings more than 15 years of experience in the financial services industry to her role as Financial Advisor and Assistant Vice President with Enterprise Wealth Management, where her concentration is estate planning, taxation and trust administration. Prior to joining Enterprise Bank in 2006, Rachelle held various positions at Eastern Bank and Investors Bank and Trust.
Rachelle is a graduate of the Cannon Trust School, earning the professional designation of Certified Trust and Financial Advisor (CTFA) in 2010. Rachelle is a CERTIFIED FINANCIAL PLANNER™ certificant having completed the Merrimack College program and attaining her professional CFP® designation in 2011. She serves as a member of the Merrimack Valley Estate Planning Council and Boston Estate Planning Council.
Rachelle is a passionate volunteer for the March of Dimes, serving as a committee member for the Merrimack Valley March for Babies Walk.