1300 Division Road
I devote myself to developing advanced financial strategies for my clients through comprehensive planning. I work with my clients in setting short term & long term financial goals and develop and maintain ways to help pursue these goals.
In 2017 I officially became part of Brea's team. I enjoy working closely with Brea establishing financial plans, helping with servicing needs and developing a strong platform for our clients.
Helping people is something that I have done for a long time, including becoming a volunteer firefighter and an EMT while attending the University of Rhode Island for my undergraduate degree and I worked as an EMT-Cardiac for many years.
I was given the opportunity to join Brea's team in early 2018 as an advisor associate. I enjoy helping our clients in the various aspects of the financial planning and investment process.
Rochelle acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any...