Rachele Wolf

Rachele Wolf

Relationship Manager

Rachele Wolf strategically consults with plan sponsors on plan design, investment monitoring and selection, plan expenses and fiduciary support. Rachele also works with employers on education and the best way to engage their employees in planning for a more secure retirement.

In the financial services industry since 1996, Rachele most recently served as a Managing Director at Fidelity Investments for mid-sized companies with assets under management of $1.2 billion.


  • Licenses – Finra 6 and 63
  • University of Cincinnati – Bachelor of Business Administration in Finance
  • Ronald McDonald House – Project Coordinator
  • Boys & Girls Club of Greater Cincinnati – Past Board Member
  • Rotary Club of Covington
  • Northern Kentucky Chamber Ambassador and B.E.S.T Partner
  • Corporate Olympics Team Captain