Rachel DeLauro joined the Cumberland Trust team in 2025 as Business Development Officer. In her role, Rachel leads development efforts in the state of Florida. She collaborates with estate planning attorneys, financial advisors, CPAs, and other professional advisors, creating a professional network to serve individuals and families seeking high quality, personalized trust and estate administration services.

Rachel brings with her over 30 years of experience consulting with investment advisors, attorneys, accountants, portfolio managers and private bankers in the acquisition of multi-generational investment portfolios using fiduciary administration and asset management strategies, Rachel brings significant breadth and depth to Cumberland Trust’s Florida market. She has extensive background in the creative use of fiduciary strategies such as directed trusts, charitable trusts, and asset protection trusts used in high and ultra-high net-worth legacy planning.

An accomplished leader in the areas of wealth management, estate and wealth transfer planning, private banking, and relationship management, Rachel has significant industry knowledge. Most recently, Rachel served as Senior Vice President and Director—Private Wealth Advisor for BMO Bank in Southwest Florida. Prior roles include senior-level wealth management and banking positions with Bank of the West in Greater Los Angeles and First Hawaiian Bank in Honolulu, HI as well as Oregon, Washington, and Idaho.

Rachel earned a Bachelor of Arts degree from the University of San Diego in Alcala Park, California and holds an MBA from Chaminade University in Honolulu, Hawaii. Additionally, she is a graduate of the CFP® Professional Certification Program at the University of Hawaii, the CTFA Program at Emory University, and the BNP Women Entrepreneurship Program at Stanford University. She holds the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations.

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