PROFESSIONAL PROFILE

Rachel Malone: Global Wealth Management Financial Advisor.

Rachel Malone provides her clients professional financial analysis and advice, designing strategies and solutions to help attain their goals. Before any decision or advice is offered, she considers her clients whole life, taking time to determine their current situation, what they value most, and where they want to be in the future. With this, she helps them establish financial objectives, develop a strategy, and recommend solutions. Regular reviews are conducted to help monitor progress and maintain a close, trusting relationship.

Rachel has 15 years experience helping businesses and individuals with their financial and strategic plans. She has a B.A. from Centenary College and an MBA from the University of Dallas. Prior to joining Merrill, Rachel taught Economics and International Management at Texas Wesleyan University and French at the University of North Texas.

Rachel has lived in the Fort Worth area for more than 25 years and is very active in the community. She sits on the Women’s Policy Forum Microlending Committee, the French American Chamber Aviation Committee, the World Affairs Council, the Women’s Advisory Council, and the Collaborative Law Council.

"Whatever you can do, or dream you can, begin it. Boldness has genius, power, magic in it." --- Goethe

Linda Hoffman: Senior Client Associate

Linda Hoffman is a Senior Associate with a CFM certification who has been in the securities industry since 1983 and with Merrill Lynch since 1993. She is a graduate of the State University of New York at Oswego.

Linda is a Registered Senior Associate. Her vast experience, knowledge and education are a result of her commitment to unsurpassed client service. Her responsibilities include any and all administrative and operational needs that our clients may have.