Roxanne Calabrese is the essential support for our wealth management team, bringing over two decades of expertise and dedication to her role as Registered Senior Client Associate. Known for her organizational skills and commitment to client service, Roxanne ensures that both clients and colleagues experience seamless, attentive support. She manages day-to-day operations, coordinates client communications, and handles complex transactions, creating a smooth and welcoming environment for everyone she serves.
With a background that includes roles at Merrill Lynch, Morgan Stanley, and Stifel Nicolaus, Roxanne’s experience is extensive. Her Series 7 and 66 licenses further highlight her qualifications, allowing her to assist with client accounts, transfers, and essential administrative functions. Roxanne’s blend of professionalism, care, and attention to detail makes her a trusted and integral part of our team, ensuring that both our office and our clients are in capable hands.