The LaRocco Team

 

Charles (Chuck) LaRocco, Jr., CRC

 

If experience is important to you, Charles “Chuck” LaRocco has been in the business for over 27 years. He is self made and has worked for some of the top firms in Rochester NY.

He concentrates in retirement planning, lifetime income/preservation and estate planning and has built relationships with local attorneys and CPA’s. You may have heard him on WHAM 1180 hosting his “Money Doctors” radio show every Sunday Morning from 7-8 AM.

As an independent representative, he is able to provide his clients with unbiased advice, products and services. Putting the client first and providing top notch service is his passion. He has received his C.R.C. (Certified Retirement Counselor ) designation, Series 6, 7 and 65 and is a Licensed Insurance Agent for Life, Accident & Health and Variable Life/Variable Annuities. 

Chuck continues to hold a spot as a top ten advisor at Cadaret Grant and Co, Inc. each year.

He resides in Perinton, NY with his wife Kathleen and their three children Elena, Nicholas and Ava.

Contact him by e-mail : clarocco@themoneydocs.com

 

Adrianne (Anna) Peters Davey, Chief Administrative Officer

 

 

 

Anna is graduate of St. John Fisher College.  She joined Chuck in October 2006.  She oversees the day to day operations for The LaRocco Team.

She handles all inquiries about payments, distributions, IRA contributions and special requests.  She facilitates the preparation of Chuck's bond trades, client reviews and meetings.  She’s in charge of scheduling client meetings and keeping Chuck’s calendar.  She offers the highest level of personalized customer service. 

She is a Notary Public and a New York State Approved Monitor for continuing education credits.

 

 

Contact her by e-mail: apeters@themoneydocs.com

 

Carla Brackman, Licensed Administrative Exective

 

 

 

 

Carla has a background in both financial planning and accounting.  She joined The LaRocco Team in October 2012 and works closely with both Chuck and Anna.  Carla also co-hosts "The Money Doctors” show with Chuck on Sunday mornings. 

She has her Series 6 and 63 licenses, as well as her New York State insurance license. 

 

 

 

 

 

Contact her by e-mail: cbrackman@themoneydocs.com