Rachel Territo joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As Administrative Assistant, Rachel brings several years of experience in Investment Management, Retirement Planning, Estate Review, Medicare and Social Security, Generational Wealth Planning, Charitable & Family Gifting and Employer Sponsored Retirement Plans. Rachel finds great fulfillment in assisting her clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.
Outside of her professional life, Rachel enjoys playing Dungeons & Dragons, and spending time with her twin niece and nephew. Caring for her Corgi and Tuxedo cat. She is also a skilled painter who specializes in animals.