William Rae is a seasoned financial advisor with an impressive career spanning over four decades. His unwavering dedication, breadth of knowledge and personalized approach with each client has helped countless individuals, small-businesses, non-profits, and corporations navigate the complexities of finance and achieve their financial goals. William began his career in 1984 at Merrill Lynch. Before joining Wells Fargo Advisors, William was a First Vice President at Morgan Stanley and its predecessor firms since 1996.

Throughout his tenure in the industry, William has accumulated numerous accolades and certifications that attest to his commitment to excellence. He holds a bachelor’s degree in business administration from Marist University. William has also been recognized by Forbes as Best-in-State Wealth Advisor in 20241 and 20252. From 2016 through 2025, he has been recognized as a member of the Platinum Council3 here at Wells Fargo Advisors. The Platinum Council distinction is held by a select group of financial advisors who have demonstrated an ability to deliver exceptional service to their clients through comprehensive financial advice and portfolio management. In addition to applicable securities registrations, William has attained the professional designation of Chartered Retirement Plan Specialist. SM

William is a lifelong resident of the Hudson Valley and an active member of the community. Away from the office, he enjoys the outdoors, usually golfing and spending time with his family.

12024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Jacquelyn Rae joined the Rae team in August of 2022 after working as a Project Manager primarily focused on Capital Expenditure projects. She has dedicated herself to helping individuals, families, small businesses, non-profits, and corporations with everything from retirement planning, college planning to wealth preservation and charitable giving.

Jacquelyn employs a consultative, holistic approach to wealth management. She believes that financial literacy is empowering and is dedicated to educating her clients about the complexities of finance in a clear and accessible manner. Building strong relationships based on trust and transparency is the cornerstone of her practice, allowing her clients to feel comfortable discussing their financial dreams and concerns openly. She truly values building long-term relationships with her clients and being a passionate advocate for their best interest. Enabled by her comprehensive understanding of the investment planning process, Jacquelyn helps her clients develop and implement strategies for building and preserving their wealth.

Jacquelyn has brought a wealth of leadership experience to the team and currently leads a business modernization effort implementing new technologies and serves as the subject matter expert for a new investment planning software. Jacquelyn graduated from Northeastern University with a bachelor’s degree in organizational communications and a minor in business. She currently holds her FINRA Series 7 and 66 registrations and New York State Life and Health Insurance licenses.

She aspires to continue making a positive impact on the lives of her family, friends, clients, and her broader community. As a proud member of her local community, Jacquelyn serves on the Board of Directors for The Bardavon 1869 Opera House. Outside of work, Jacquelyn enjoys spending time with family and friends. She is also an avid bookworm and lover of documentary films. Jackie resides in Millbrook, NY with her husband, Steven and their beloved red fox lab, Rue.