Rachel Harris

Rachel Harris is the Director of Digital Experience and Adoption for Advisor Services. Her organization is focused on helping advisors utilize our modern, and easy to use platform and to deliver a best-in-class client service experience that fuels firm growth while continuing to meet the ever-changing and complex custody needs of advisors. Rachel has been with Advisor Services for 18 years holding prior roles in 3rd Party Data Conversions, Technology Transitions and Portfolio Management support. She has a bachelor’s degree in Mathematics with a concentration in Business from Appalachian State University. She holds FINRA Series 7 and 63 securities licenses and is a Prosci Certified Change Practitioner.