Rachelle Packard, CTFA, CFP®

Rachelle Packard, CTFA, CFP®

Vice President, Relationship Manager
Location: Lowell, MA
Phone: 857.524.1786
Email: Rachelle
Connect on: LinkedIn
Rachelle Packard, CTFA, CFP®, is a Vice President and Relationship Manager, joining Rockland Trust in 2025. Rachelle is responsible for the primary oversight of the account administration and helping clients reach their short- and long-term financial goals through detailed financial planning, wealth management, and estate planning analysis.
 
With over 25 years of experience in the financial services industry, Rachelle brings a wealth of knowledge and expertise to her role. Her journey includes serving as a Senior Financial Advisor at Enterprise Wealth Management for 20 years, as well as holding positions at Eastern Bank and Investors Bank & Trust. Rachelle is a graduate of Suffolk University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She earned the professional designation of Certified Trust and Financial Advisor (CTFA) and is a graduate of Cannon Trust School.
 
Rachelle is a member of the Boston Estate Planning Council and a volunteer for the Girl Scouts of Eastern MA. Married with three daughters, Rachelle enjoys traveling with her family and spending time with her extended family.