Rachel Meier

Rachel Meier currently serves as the President of Edward Jones Trust Company and Chair of the Edward Jones Trust Company Board. In her role, she oversees the strategic direction and operations of the Trust Company, ensuring that clients receive trust and estate services and helps families with their legacy planning and implementation.

Rachel's journey with Edward Jones began in 2001 in the financial planning department, where she prepared financial solutions for clients, and she quickly transitioned to the role of portfolio manager in the Trust Company. In 2006, she spearheaded the launch of the Financial Assessment and Support Team and Tools (FAST), providing essential tools and resources for branch teams across the U.S. and Canada. Three years later, she established the Client Consultation Group, which assists high-net-worth clients with their financial needs.

From 2014, Rachel led the integration of Advice and Guidance until she transitioned to her role as Principal of Tailored Solutions - Portfolio in September 2020. In this capacity, she leads a team responsible for delivering integrated, consolidated, and fully packaged information regarding portfolio construction and performance conversations for branch teams and clients. Rachel was named an Edward Jones principal in 2016.

Rachel is also a member of the Edward Jones Investment Policy Committee, contributing to the firm's investment guidance, asset allocation guidelines, and long- term capital market return expectations. She has shared her expertise in technology and retirement solutions at the 2008 Investment News Retirement Income Summit.

Before joining Edward Jones, Rachel worked for Motorola and served as a relationship manager in a regional bank’s private client group. She holds a bachelor’s degree in finance from Illinois State University in Bloomington-Normal and is a CFP® professional, Certified Private Wealth Advisor® professional, and CFA® charterholder.