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Team

At Rocco & Associates we utilize a collaborative team approach to help our clients implement their financial plans. Unlike traditional wealth managers, who often work independently of one another under the same roof, the entire team at Rocco & Associates will be at your disposal, working together to help you pursue your financial goals and objectives. Your team will be comprised of highly trained Attorneys, Certified Financial Planners, MBAs, and Chartered Life Underwriters. In addition we have developed long standing relationships with an intimate group of professionals, including CPAs, specialized attorneys, property and causality insurers, and medical plan providers. Although, these other professionals work outside the firm, they will act as extensions of your core team. The right approach for your needs and circumstances does exist and we are here to help you work through any challenge or opportunity that may arise in your financial lives.

 

Joe Rocco established Rocco & Associates Wealth Management in June 1975, and since has been dedicated to helping enrich the lives of his clients. As a CERTIFIED FINANCIAL PLANNERTM practitioner, a Chartered Life Underwriter and a...

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Charlie started at Rocco & Associates in March of 2012. He initially joined the firm to help his father market and grow the business.

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Eric joined Rocco & Associates at the advent of 2013; bringing with him over 12 years’ experience in the financial services industry and an MBA in Business Management from the John F. Welch School of Business at Sacred Heart...

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Jillian has been with our firm since May of 1998. Having over 25 years of experience in the financial services industry, she brings a wealth of knowledge and experience to everything she accomplishes. Jillian and her younger sister...

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Deanna Poidomani

Client Services Coordinator

Deanna joined the Rocco & Associates team in April 2016. She received her Bachelor’s degree in Social Science from Chapman University and her Master’s degree in Business Administration from the University of Maryland College. Deanna...

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Patricia Dalton

Financial Operations Coordinator

(203)255-6022

(203)255-7507

Tricia is currently a junior at Fairfield University pursuing a dual degree in Finance and English Literature and Cultural Studies. She also has a minor in classical studies. Tricia has just returned from a semester studying abroad at...

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Eric White

Financial Operations Intern

203.255.6022

203.255.7507

Eric is a junior at Fairfield University pursuing a Finance degree and a minor in Economics. Eric is originally from Chester, New Jersey and attended Mendham High. He is on the board for the Dolan Lecture Series for the Dolan School of...

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Joe is a currently a junior at Fairfield University pursuing a double major in Finance and Philosophy. He is returning from a summer abroad at the London School of Economics where he studied Social Entrepreneurship and Financial...

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