Rachelle Packard, CTFA, CFP®

Senior Financial Advisor
Senior Vice President

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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. Rachelle is a member of the Merrimack Valley Estate Planning Council, Boston Estate Planning Council, and a volunteer for the March of Dimes. Married with three daughters, Rachelle enjoys travel as well as staying close to home and spending time with her large, extended family.

 

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