Rachel Bowles

Growing up in a family of educators allowed me to see the significant impact they had on children’s lives both inside and outside of the classroom. I always knew I wanted to have a positive influence, so I majored in Sociology at the University at Albany, where I landed a Lacrosse scholarship and went on to receive my master's in social work.  

My first job after college was as a case worker for a community-based non-profit organization. I developed trusting relationships with my clients to guide them beyond their respective traumatic experiences and improve their mental health. This allowed them to achieve their goals at home, school, and beyond. 

I joined Charted Wealth in 2021, and I have worked as an assistant to one of the founders of Charted Wealth, Jim Davos.  As a former athlete, I appreciate working in a team environment towards a common purpose. The dedication and goal-oriented approach that Charted Wealth represents has allowed me to connect both fields.  

What I love about this job is developing great relationships with our clients.  I enjoy working with our clients on a professional level to assist them in achieving their financial goals. However, what I really love is getting to know our clients personally by sharing their achievements and important life milestones.  

My husband Aaron and I have lived in the Capital Region for 4 years and recently got married in January 2025.  We look forward to new adventures and traveling to new cities on the west coast.  

In my spare time, I enjoy experimenting in the kitchen and baking treats for friends and family. I’ve also spent many years perfecting crochet patterns to create blankets.  It brings me joy to gift others the blankets that I’ve created.