Rae MacWilliam, CLU®, ChFC ®, 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 adult tennis, hockey and coaching youth soccer.
Rae MacWilliam is proud to have been recognized as a Vista Club advisor for 2022—a distinction based on annual production that places him among the top 26 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista 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.
2016, 2019-2021 Five Star Wealth Manager Award, created by Five Star Professional. The 2021 award was presented in 09/2021 based on data gathered within 12 months preceding the issue date. 943 advisors were considered, 96 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience 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.