Rachel Beck, CRPC®, CDFA®
Senior Vice President,
Financial Advisor,
Family Wealth Director,
Insurance Planning Director,
Workplace Advisor - Equity Compensation,
Alternative Investments Director
Direct:
(614) 798-3272(614) 798-3272
My Mission Statement
My Goal is to Provide You with an Exceptional Client Experience
My Story and Services
I became a Financial Advisor 21 years ago because I understood the value of sound financial advice and what it could mean to people who needed it. My clients come to me for a variety of reasons. Some simply seek to retire as planned. Others are already retired and hoping to remain that way. Still others are concerned about leaving a legacy to their family, purchasing a second home or maybe rebuilding their lives after divorce or the death of a spouse.
For all these clients, I take pride in being the person they turn to for guidance in making informed decisions – decisions that can make a difference between reaching their goals and regretting they didn’t.
For all these clients, I take pride in being the person they turn to for guidance in making informed decisions – decisions that can make a difference between reaching their goals and regretting they didn’t.
Securities Agent: WA, WI, WV, WY, NM, PA, AZ, PR, RI, ND, MT, MS, MO, MN, ME, KS, ID, IA, HI, DC, AR, AL, AK, OK, NV, TX, TN, SC, OH, NY, NJ, NC, MI, MD, MA, LA, KY, IN, IL, GA, FL, DE, CT, CO, CA, NE, OR, NH, SD, UT, VA, VI, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 2241392
NMLS#: 2241392
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working with You
Goals-based wealth management is a relatively new development among Financial Advisors, but it’s an approach I’ve been practicing well before it achieved its current popularity. My process for working with clients is comprehensive, deeply personal and involves the following steps:
• Discovery
Who are you as a person, not just an investor? What do you hope to achieve for yourself and your family? As an experienced Financial Advisor and a Chartered Retirement Plan Counselor, I understand the importance of listening before I offer possible recommendations. Our conversations will explore your aspirations, apprehensions and unique circumstances. Only when I have a thorough understanding of these will we proceed to the next phase of our process.
• Plan Development
Every goal has a price associated with it. How much will it cost you to maintain your lifestyle in retirement, for example, or send your children to the college of their choice? Once we develop realistic cost estimates, I will weigh them against your savings, potential future sources of income and other resources that might be available to you. Depending on whether you have a gap or a surplus between the projected cost of your goals and your overall resources, I will create a plan with tangible recommendations.
• Plan Implementation
Once you understand where you are in relation to your goals, I will develop strategies to help you progress toward your specific destinations. Central to your strategy is a customized asset allocation based on your goals, timeframe and risk tolerance. Beyond your portfolio, I work with your attorney, accountant and Morgan Stanley professionals in such diverse disciplines as lending and estate planning to fill any gaps revealed by your plan and address any challenges you face.
• Evaluation
Are you proceeding as anticipated toward your financial destination or is an adjustment required? I monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets. When those markets turn turbulent, as they do from time to time, you can count on me to help you understand what’s going on and avoid emotional decisions that may impede your long-term progress.
Investing Your Assets
I work closely with Consulting Group professionals to further refine the selection process and recommend managers whom we believe are best qualified to help you meet your goals within your required timeframe and risk tolerance.
Another reason I came to Morgan Stanley is the firm’s commitment to investment management analysis and selection. The firm’s Consulting Group has been an industry leader in impartial manager research for more than 45 years and analyzes hundreds of managers annually for not only performance, but such criteria as:
Another reason I came to Morgan Stanley is the firm’s commitment to investment management analysis and selection. The firm’s Consulting Group has been an industry leader in impartial manager research for more than 45 years and analyzes hundreds of managers annually for not only performance, but such criteria as:
• Risk
how much risk does a manager assume to generate return versus other alternatives available to you?
• Attribution
what percentage of return is directly attributable to the expertise of its manager?
• Style drift
are your managers really who they claim to be or did they fail to adhere to their purported style under certain market conditions?
• Organizational strength
do your managers depend on the talents of one individual or is there a cadre of experienced professionals managing by a proven process?
I work closely with Consulting Group professionals to further refine the selection process and recommend managers whom we believe are best qualified to help you meet your goals within your required timeframe and risk tolerance.
A Holistic Approach to Managing Your Wealth
As a Morgan Stanley Financial Advisor, I offer access to the extensive resources of one of the world’s most respected financial institutions. When necessary, we can consult with firm professionals who bring additional intellectual capital to our decision-making process.
My approach to wealth management is comprehensive. It involves investments, of course, but it goes far beyond to encompass virtually every dimension of your financial life.
My approach to wealth management is comprehensive. It involves investments, of course, but it goes far beyond to encompass virtually every dimension of your financial life.
Specifically, you can look to me for advice and guidance to help you:
- Retire with confidence that you’ll be able to maintain your lifestyle and meet day-to-day expenses for the rest of your life
- Leave a meaningful legacy without excessive taxation or family conflict
- Finance a new home or other major acquisition at favorable terms
- Protect your family from long-term care expenses and loss of income due to death or disability
- Send your children to college without depleting your retirement savings
- Meet business needs with solutions that range from cash management to business succession planning
- Maximize any employer stock options or other executive compensation to which you’re entitled
Biography
From the time I was a child growing up in Dublin, I knew I’d pursue a career in finance someday. My mother was a bank executive and at the age of 16, I worked as a teller while still in high school. At Bowling Green State University, I majored in Finance and when I graduated, I went to work at Huntington Financial where I spent the next two decades advising clients and building a successful practice.
In 2021, I moved that practice to Morgan Stanley because I felt that in today’s complex financial environment, it is critical that my clients and I have extensive resources to support our efforts. Those resources include cutting edge technology, portfolio management options and intellectual capital that can help us formulate strategies in not only investing, but such diverse disciplines as lending, insurance and estate planning strategies.
Outside the office, I’m an active member of the Dublin community, serving on the Boards of JR Memorial and Easter Seals of Central Ohio. I also volunteer with the Buckeye Cruise for Concern that supports the James Center Hospital at Ohio State University.
My husband, three children and I continue to reside in Dublin, the town where I was brought up, currently work and expect to remain for the foreseeable future.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
In 2021, I moved that practice to Morgan Stanley because I felt that in today’s complex financial environment, it is critical that my clients and I have extensive resources to support our efforts. Those resources include cutting edge technology, portfolio management options and intellectual capital that can help us formulate strategies in not only investing, but such diverse disciplines as lending, insurance and estate planning strategies.
Outside the office, I’m an active member of the Dublin community, serving on the Boards of JR Memorial and Easter Seals of Central Ohio. I also volunteer with the Buckeye Cruise for Concern that supports the James Center Hospital at Ohio State University.
My husband, three children and I continue to reside in Dublin, the town where I was brought up, currently work and expect to remain for the foreseeable future.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Client Service Team
Brian Peters - Wealth Management Associate, Financial Planning Specialist
Phone:
(614) 798-3273(614) 798-3273
Email:brian.peters@morganstanley.com
Brian began his career over 8 years ago in the financial services industry. During the course of his career, he has had the opportunity to experience multiple facets in the financial services industry and is able to utilize that experience to best serve the needs of his clients. Using this knowledge, Brian is able to help position clients to best understand their broad financial picture and work with Rachel to help guide them toward their goals. Brian understands and is dedicated to the importance of the client service experience. As a Client Service Associate, Brian’s responsibilities include managing the unique experience for each client working with the team, the administrative and operations functions, as well as supporting Rachel with the new client onboarding process. When Brian is not serving the needs of his clients he can be found spending time with friends and family.
Location
545 Metro Place South
Suite 300
Dublin, OH 43017
US
Direct:
(614) 798-3272(614) 798-3272
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Rachel Beck today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
