Vice President

Minnetonka Office
Phone: (952) 249-7617
Toll Free: (888) 831-6426
Fax: (952) 249-7650
Email Me
601 Carlson Pwy
Suite 950
Minnetonka, MN 55305
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Rachel Ann Lee
Associate Financial Advisor

(952) 249-7640

Rachel’s extensive experience in marketing enhances and adds another dimension to the relationships we build with our clients at Baird. After taking time to start a family and construct a new set of financial goals for herself, her smooth transition into the financial industry came naturally.

Rachel received a bachelor’s degree in business, speech-communication, and music from the University of Minnesota. She also earned her Registered Paraplanner™ (RP) designation through the College for Financial Planning (CFFP) and holds both her Series 7 and 66 licenses. Additionally, Rachel is currently working toward obtaining her CERTIFIED FINANCIAL PLANNER™ certification.

Rachel resides in Edina with her husband, Tony, and their two children, Hudson (9) and August (5). In her free time, she enjoys travel, music, movies, yoga, and is passionate about the arts and economics.

Why Baird?

Rachel is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.

[Potential Disclosure. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.]

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