Rachel W. in

Rachel W.

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Marketing Director at FORM Wealth Advisors
📍 Greater Milwaukee, United States

Rachel W. is a strategic Marketing Director at FORM Wealth Advisors with over a decade of experience leading brand and campaign initiatives. A graduate of the University of Wisconsin-Whitewater, people who have worked with her often describe her as driven, solution-oriented, and professional, with a focus on mission-driven organizations.

Outside of her core role, Rachel is passionate about professional development and networking, frequently attending industry conferences like FinCon and the JoltConference to gain inspiration from new speakers and ideas. She values community and enjoys spending her downtime with her favorite people.

She created a special Valentines Day luncheon for single, widowed, and divorced clients to foster fellowship and community.

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Experience
11 Years
Current Role
Marketing Director
Job Level
Mid-senior
Location
Greater Milwaukee, United States
Personality Overview

How Rachel shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Rachel cares about

Client Community Building
Organized a special Valentine's Day luncheon for clients to connect and share in fellowship, highlighting her focus on fostering a strong community.
Financial Marketing
Attends FinCon, a conference for financial content creators, to stay inspired and current on trends relevant to her role at a wealth advisory firm.
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Career

Work history

1-2026
Marketing Director
FORM Wealth Advisors
2-2023 - 12-2025
Marketing Manager
FORM Wealth Advisors
4-2021 - 1-2023
Marketing & Title Services | Office Manager
d'aprile properties
10-2018 - 4-2021
Marketing Project Manager & Business Analyst
Primex Family of Companies
10-2017 - 10-2018
Marketing Technology Manager
Primex Family of Companies
In the press

Media appearances

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Education
Bachelor of Arts (BA)
University of Wisconsin-Whitewater
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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