Rachael E. Bator, CFP®, CPWA®

Relationship Manager

Rachael Bator is a Relationship Manager at Lake Street Advisors, responsible for managing all aspects of her client relationships while providing comprehensive advisory services in a fiduciary capacity. Rachael joined Lake Street in 2015 as a Financial Planner and was promoted to Relationship Manager in 2018.

Prior to joining Lake Street, Rachael was an Associate Advisor at an independent advisory firm in Danvers, MA, driving client relationships and providing wealth management advice alongside the firm’s principal and senior advisors. Previously, she worked at Wingate Wealth Advisors, a high-net-worth client advisory firm in Lexington, MA. Rachael began her career with Ameriprise Financial in Newburyport, MA.

Originally from the North Shore area of Massachusetts, Rachael graduated from the University of Delaware with a degree in sociology and criminal justice, and holds CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations. She lives in the Portsmouth, NH, area with her two German Shepherds, and when not in the office, she enjoys cycling – participating in three charity rides annually, raising funds and awareness for local and national organizations, skiing, arranging flowers, and spending time with friends and family.