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Rachel Daniels joined STA Wealth Management in December 2012. As Operations Manager, Rachel works to build the infrastructure to support company growth, maintain the firm’s culture, and build administrative operational efficiency, productivity and quality. Additional responsibilities include managing daily activities within the operations department. Serves as an intermediary between operations staff and Executive Leadership Team. Serves as a liaison between the Compliance department and the operations staff. Supervises operations staff in the performance of their duties and is responsible for establishing or contributing ideas for department process, procedures, and protocols. Leads a team of internal and external partners towards effective and efficient advisor transitions. Rachel continues to serve as the head of operations for the Business Development department. 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
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