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Rachel Daniels joined STA Wealth Management in December 2012. Her responsibilities as Head of Operations for the Business Development Department include overseeing marketing and business development related projects, including new technology and software. Rachel is responsible for the onboarding of new advisors and operations staff. Rachel is responsible for running the STAWealth.com website as well as all of our social media platforms. Rachel also handles all new accounts, account funding, and account maintenance for the clients of our CEO Luke Patterson. In addition, Rachel is the Administrator of our CRM, and she specializes in our client portal.
Rachel grew up in Jersey Village and currently resides in the Cypress area. A busy mom of two, she enjoys spending time with her husband and children, as well as family and friends. She is very active in her church community, she loves classic movies and live music.Back
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!