Rachel Sheeler

Rachel Sheeler serves as an Associate Analyst with LPL Financial’s Outsourced Chief Investment Officer (OCIO) team, where she supports Noah Brooks and Chris Needs. 

In her current role, Rachel is responsible for processing daily trade instructions, account maintenance, billing functions, and a variety of operational activities that support the team’s day-to-day work.

Prior to joining LPL Financial, Rachel spent five years as a bank teller with BB&T, now Truist, where she built a strong foundation in client service and financial operations.

Rachel resides in Fleetwood with her husband and two children. Outside of work, she enjoys decorating cookies, reading, traveling, and spending time with her family.