Client Services Rachel Roth

Rachel has an eye for detail – especially when it comes to planning, creating and executing elaborate parties!

It’s this same impeccable attention to detail and creativity that Rachel brings to her role at Austin Asset.

She manages the Client Service department while using her creative skills to find innovative solutions to complex client issues. She is very sociable and hospitable, working closely with our Wealth Planning and Wealth Management teams to delight clients on a daily basis.

Rachel has had the unique opportunity of being exposed to different facets of the financial services industry. She began her career in 1999 as a paraplanner at a financial planning firm in Houston. She relocated to Austin, worked for a brokerage firm, and then transitioned to a private wealth management firm, advancing to a role in which she supervised the client service operations of the firm.

Rachel has one daughter and two stepdaughters. Raising three little girls, she has became an expert in all things sparkly, glittery and fun.

Get to Know Rachel

What was your favorite toy growing up?

“My Child” doll. She looked like me and I would spend hours playing with her.

What hidden talent do you possess?

Gardening – I can tell you the name of any flower you see growing in Austin.

What is your favorite quote or saying?

If it’s not one thing, it’s your mother. ~ me