Rachel Musselwhite, CFP® joined Compass Financial Group, LLC in 2020 as a Service Advisor. Rachel joined the financial services industry in 2015 after graduating with a Bachelor of Science from North Carolina State University. Before joining Compass Financial Group, LLC, she spent four years with Fidelity Investments in numerous positions, most recently as an Investment Consultant. As a CERTIFIED FINANCIAL PLANNER™ professional, Rachel is an integral member of our advisory team, working closely with our Lead Advisors on the financial planning and investment management process. She has a passion for translating complex financial plans into an easy to follow financial road map for our clients.
As a North Carolina native, Rachel enjoys spending any free time she has on the Carolina coast with her family and cheering on the NC State Wolfpack football and basketball teams.
Rachel holds her Series 7 and 66 registration with LPL Financial as well as NC Life and Health Insurance licenses.
She resides in Raleigh with her cat, Piper.