Rachel Mazzotta
CFO
Rachel Mazzotta has been in the wealth management industry for over 10 years. She provides advisors with actionable insights based on financial analysis and strategic planning to help drive higher practice valuations.
Rachel's financial services career spans over 14 years, with a diverse background that includes roles in private investment firms, pension services, and banking. Prior to joining LPL, she performed financial analytics at Truist and has provided investment analytics for corporate funds and portfolios with AUM of over $3B.
Rachel received a Bachelor's degree in Business Administration from University of North Carolina, Greensboro, and is currently pursuing her MBA in Business Analytics at University of North Carolina, Pembroke.
Rachel loves spending time with family and being outdoors. She enjoys playing golf and is currently learning to play pickleball. An avid traveler, her goal is to visit all seven continents and learn from their diverse cultures and experiences. When she's not exploring new places, Rachel enjoys reading and learning new skills.