Meet Your Team

Behind every great firm are outstanding individuals.  The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.

Meet the professionals of Atlas Private Wealth Management.

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Wealth Management Advisors Leadership Team Operations Team

Rachel Harvey

Manager, Financial Planning

rharvey@atlaspwm.com

800-432-7447

 

As Manager, Financial Planning at Atlas Private Wealth Management | The Colony Group, Rachel collaborates with our Wealth Management Advisors and their clients in the creation and delivery of holistic financial plans. Given Rachel’s extensive experience, she also partners with several of Atlas’ Advisors to serve clients with more sophisticated financial planning needs. Rachel continuously strives to increase efficiencies and knowledge to provide the highest quality of service.

Rachel is working toward her Master’s degree in Personal Financial Planning, holds a FINRA Series 65 Registered Investment Advisor Representative license, a Bachelor of Science in Finance from Excelsior College and is a two-time graduate of SUNY Adirondack with degrees in Business Administration as well as Liberal Arts, Math & Science.

A tenured professional in her field, Rachel joined Atlas after 22 years with an independent RIA in Saratoga Springs specializing in boutique-level financial services.

An avid triathlete, Rachel is a 3-time Ironman finisher and enjoys other outdoor sports year-round. When not on the go, Rachel’s other favorite pastimes are shopping at the local farmer’s market, gardening and cooking.

Rachel lives in Delmar, NY with her husband, Troy, his children, Java the lab and Kitty the cat.