Nicole E. LaRocca
Senior Associate, Client Services
Nicole partners with our wealth advisors to provide the firm’s clients with a personalized service experience. She is responsible for daily client service, assisting with client meetings, onboarding new clients, document preparation, and creating deeper client relationships. Prior to joining Beacon Pointe, Nicole spent eight years working in the wealth management industry where she held roles with increasing responsibilities in client service, operations and sales. She received her Bachelor of Science degree in Business Administration, with a dual major in Marketing and Finance, from La Salle University in Philadelphia, PA.