Nora Rascon-Brooks, FPQP™

 

As the Senior Operations Manager, Nora handles the wealth management division’s internal organization, including financial management, and organizational effectiveness to create an outstanding client service environment. She also assists with portfolio administration, which includes providing clients with account assistance, such as requests for funds, balances, standing instructions and any other account administrative services. With 15 years of experience, she previously worked in technology and architectural environments.

She earned the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.