Brooke Damon
Client Relations & Onboarding Associate
I graduated from Stonehill College with degrees in Elementary Education and Psychology, and I bring a calm, friendly, client‑focused approach to my role as a Client Relations & Onboarding Associate. I support clients and advisors by scheduling appointments, assisting with new‑client onboarding, and helping keep administrative projects organized. I also help clients navigate the technology registration process to ensure their online access setup goes smoothly.
While I continue to pursue my passion for teaching, I maintain a presence in the office during afternoons and support the team behind the scenes. I enjoy staying connected with our clients and contributing wherever I can.
Outside the office, I enjoy:
Spending time with family and friends
Exploring new places
Going to the beach in the summer
Staying involved in my local community
Anything pink — it’s my favorite color