Raquel (Rocky) Forman, M.S.

Associate Wealth Advisor

With her hospitality finance experience, Rocky helps clients through financial decision making while providing high-level client service. She supports clients in reaching their financial objectives through comprehensive financial planning and investment management. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration and earned her Master’s from The University of Pennsylvania in Behavioral and Decision Sciences. Rocky holds the FINRA Series 65 license and is also a Florida Licensed Health & Life Agent.
Outside of her professional work, Rocky enjoys cooking for her family and friends, practicing ballet, and traveling.