Rae MacWilliam, CFP®, AIF®
Rae has been helping individuals and business owners with their financial needs since 1986. He is a member of the NH Estate Planning Council and Past President of the Bedford Rotary Club. He is active in tennis, hockey and youth soccer.
Rae MacWilliam is proud to have been recognized as a Founder's Club advisor for 2020—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 943 New Hampshire-area wealth managers were considered for the award; 96 (10% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Heather is our service manager and assists Rae in all aspects of client service and scheduling. Heather has more than 30 years of experience in administrative and client services, including working for the State of New Hampshire and the legal field.
401k Service Representative
Tim is our 401k Service Representative assisting Rae with plan services. Tim began his investment career in 2009 and worked with Citizens Charter One Investment Services and Fidelity Investments prior to joining MacWilliam Financial Group.