WYOMISSING, PA (January 23, 2019) – RKL Wealth Management LLC, a subsidiary of RKL LLP, today announced that Rochelle Grey, CFP®, CTFA, has joined the firm as a Senior Wealth Advisor.
Grey brings nearly two decades of experience with high net worth and ultra-high net worth clients to her new role, where her focus is helping clients achieve their financial goals and build a legacy plan that meets their core values. She also has extensive experience in all aspects of financial planning, including asset allocation.
Grey is a Certified Financial Planner (CFP®), a Certified Trust Financial Advisor and an honors graduate of Cannon Trust School through Cannon Financial Institute. She currently serves as President and Board Member for the Berks County Estate Planning Council and serves as a member of the Lehigh Valley Estate Planning Council and the Financial Planning Association.
Grey earned her B.A. in Business Management from Alvernia University and M.B.A. in Business Management from Lehigh University. She resides in Exeter Township.