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Nora Rascon-Brooks, FPQP™

Senior Operations Manager | Portfolio Administrator

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.

What is your personal motto or mantra?
We are stronger when we listen, and smarter when we share.

Outside of my professional career I am passionate about:
advocating for those without a voice such as animals.

What is the most rewarding part of being a BFSG Team Member?
Hearing the positive feedback from our clients as a result of working in a collaborative environment where we all strive to provide the highest level of customer satisfaction through excellent service.