top of page

Rachel Santana
Executive Assistant, RJFS

*Drawing of Krysta*

My Philosophy: I believe that everyone, regardless of their circumstances, deserves the opportunity to build a life they’re proud of. Running a one-parent household, I know that financial security is a cornerstone of a confident future. Whether you’re just starting out, like myself, or looking to take your finances to the next level, I believe in empowering others with the knowledge and tools needed to build wealth, make informed decisions, and create a secure future for not only ourselves, but our families’ future generations—one that doesn't rely on circumstances but on our ability to plan, grow, and adapt.

​

What Drives Me: As a young mom working in the finance industry, I am driven by the desire to create a more secure and fulfilling future for my child—and to help others do the same. I know firsthand how overwhelming it can be to juggle family responsibilities while navigating the complexities of financial decisions. I want to be able to help others learn and do the same!

​

Personality in Three Words:  Enthusiastic, Driven, Genuine

​

Best Financial Advice Ever Received: Start investing early, even if its small!

​

Interests Outside the Office: I love taking my daughter new places and spending time outside! We have a love for being creative together, making new arts and crafts, baking some sort of yummy treat, or making couch pillow forts to watch our favorite movies. I have my skydiving license and have 84 solo skydives logged since 2023, so I love to be adventurous and make life full! I’m also a part-time Massage Therapist, so I enjoy relaxing self-care activities too such as yoga, listening to meditation podcasts, and curling up with my cat Oli to read a good personal development book with a cup of chamomile tea and honey!

​

On My Nightstand: The Power of Positive Thinking by Norman Vincent Peale

​

Background: My career journey has been shaped by diverse experiences, each building on the last. I spent eight years at Publix in customer service, where I developed strong communication skills and a deep appreciation for helping others. This foundation led me to pursue healthcare, first through an EMT program at Eastern Florida State College and a Medical Assistant program at the University of Kentucky in 2018. That same year, I became a mother and spent a few years as a stay-at-home mom. In 2022, I returned to school to earn my Massage Therapy License, combining my passion for healing with a desire to stay in the healthcare field. It was during this time that I met Annie and Krysta, who introduced me to the world of finance. Since then, I’ve been fascinated by the industry and am eager to build a career that supports my family while helping others achieve financial stability. Each step in my journey has shaped who I am today, and I’m excited to continue learning and growing in the finance world, with a focus on creating a more secure future for my family.

623 17th Street, Vero Beach, FL, 32960

Phone: 772-567-6060

​

Melbourne Office (by appointment only): 1900 S. Harbor City Blvd. Ste 330, Melbourne FL. 32901

​​

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as  Advisor Annie Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Advisor Annie is separately owned and operated and not independently registered as a broker-dealer or investment advisor.​

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

​

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

​

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

​

eMoney is an independent organization and is not affiliated with Raymond James.

​

Raymond James does not provide legal services.  Please discuss these matters with the appropriate professional.

​

bottom of page