Brooke Bastarache
Brooke Bastarache
Registered Relationship Manager
Brooke Bastarache’s journey in finance started when she began working as the office Client Concierge. Over time, her eagerness to learn and understand wealth management gave her additional opportunities to grow her career and share her knowledge with clients by providing unmatched service and education.
As someone who never expected to work in this field, Brooke has achieved many key accomplishments, including passing the SIE and obtaining her Series 7 license – two of her proudest achievements to date. Currently studying for the Series 66, Brooke aspires to achieve many additional certifications/designations in the near future.
Brooke’s patience and ability to break down complicated information into a more straightforward understanding has greatly benefited her when speaking with clients.
Her impact on clients’ lives is clear – when she can explain something and clients start to understand, it brings her great joy. Brooke always has clients’ best interests in mind, no matter how big or small their needs may be.
Outside of work, Brooke enjoys nature and sports, including playing soccer and pickleball and watching football. She is also an avid reader and started a local Tampa book club in 2022.
Brooke’s passion for caring for the community is evident through her involvement as an Emerging Leader’s group member with the Tampa Bay Chamber, providing her with volunteer opportunities. Additionally, as an Advisory Board Member of Morning Star School, a school specializing in educating children with learning disabilities and related challenges, Brooke assists with organizing fundraising events such as their annual gala, golf, and tennis tournaments.
Brooke Bastarache
Registered Relationship Manager
Brooke Bastarache’s journey in finance started when she began working as the office Client Concierge. Over time, her eagerness to learn and understand wealth management gave her additional opportunities to grow her career and share her knowledge with clients by providing unmatched service and education.
As someone who never expected to work in this field, Brooke has achieved many key accomplishments, including passing the SIE and obtaining her Series 7 license – two of her proudest achievements to date. Currently studying for the Series 66, Brooke aspires to achieve many additional certifications/designations in the near future.
Brooke’s patience and ability to break down complicated information into a more straightforward understanding has greatly benefited her when speaking with clients.
Her impact on clients’ lives is clear – when she can explain something and clients start to understand, it brings her great joy. Brooke always has clients’ best interests in mind, no matter how big or small their needs may be.
Outside of work, Brooke enjoys nature and sports, including playing soccer and pickleball and watching football. She is also an avid reader and started a local Tampa book club in 2022.
Brooke’s passion for caring for the community is evident through her involvement as an Emerging Leader’s group member with the Tampa Bay Chamber, providing her with volunteer opportunities. Additionally, as an Advisory Board Member of Morning Star School, a school specializing in educating children with learning disabilities and related challenges, Brooke assists with organizing fundraising events such as their annual gala, golf, and tennis tournaments.
Impactful Wealth Management
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