Rachelle Packard, CTFA, CFP®

Senior Financial Advisor
Senior Vice President

978-656-5629
  • About Rachelle

    Rachelle Packard is a Senior Financial Advisor, Senior Vice President with Enterprise Wealth Management. Rachelle manages relationships with individuals, families and trusts and has a special interest in helping clients meet their objectives through financial, estate, and tax planning. She has 20 years of experience in the financial services industry.

    Before joining Enterprise Bank in 2006, Rachelle held positions at Eastern Bank and Investors Bank & Trust. Rachelle is a graduate of Suffolk University and is a CERTIFIED FINANCIAL PLANNER™ certificant. She earned the professional designation of Certified Trust and Financial Advisor (CTFA) and is a graduate of Cannon Trust School.

    Married with three daughters, Rachelle enjoys travel as well as staying close to home and spending time with her large, extended family.

     


    Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.

    Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value. 

  • Rachelle is a member of the Merrimack Valley Estate Planning Council, Boston Estate Planning Council, and a volunteer for the March of Dimes.

  • Serving Methuen, Lawrence, Andover, and North Andover along with all communities where we do business.

For your privacy and confidentiality, please do not include any personal information such as account numbers or social security numbers.

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