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Patricia Dalton, Paraplanner

Patricia Dalton, Paraplanner

Paraplanner

Trish joined Rocco & Associates as the Financial Operations Intern in January of 2017. She quickly discovered her passion for financial planning and decided to pursue a career in the field of wealth management. She graduated from Fairfield University in May of 2018 with a Bachelor of Arts in English Literature and a Bachelor of Science in Finance. During her tenure at Fairfield University, Trish was an active member of the Student Alumni Association and the Senior Class Gift Committee, and she greatly enjoyed the semester she spent studying in Galway, Ireland.

As a Fairfield University alumnae, Trish is looking forward to getting more involved both as an active alum on campus and in the Fairfield community as a whole. She is excited to start her career as a Paraplanner at Rocco & Associates. She loves to work with clients and aspires to become a financial advisor. She is currently pursuing her Certified Financial Planner (CFP) designation.

Getting to Know Trish...

Favorite part about working at MONECO: I love the warm, welcoming environment of the firm. I also love having the opportunity to be a part of a team that strives to exceed client expectations daily.

Way to spend time outside of the office: I love to read. I'm always looking for new book suggestions!

Biggest challenge at Rocco & Associates: As the youngest member of the team, I feel that I have a great deal more to learn, but I am excited for the challenge.

Most enjoyable aspect of financial advising: I believe that wealth management is finance with a purpose. The work I do derives value from the successes of our clients in achieving their dreams and goals.

Favorite Quotation: "All our dreams can come true if we have the courage to pursue them." -Walt Disney

Vacation: California

TV Show: “How I Met Your Mother”

Genre of Music: I'll listen to anything from country to rock to hip hop to pop and I love being introduced to new music.

Sports Team: The New England Patriots