financial associate in Westlake Village Rachel McDonald
5750 Lindero Canyon Rd
Westlake Village, CA 91362
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It is my pleasure to serve the financial needs of people in the Woodland Hills area. My experience in the financial industry started in 2012. California Insurance License #0L79358.
I want to make managing your finances as easy as possible for you. As your financial associate, I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.
Outside of work, I am a member of and volunteer with the organization United Way, and in my free time, I enjoy going on hikes, cooking and long walks on the beach.
Area of focus
Proactive client contact
Wealth team support
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.