Rochelle A. Nigri, QPFC

Rochelle A. Nigri, QPFC, is a Financial Advisor with The Bellwether Group at Morgan Stanley in Sarasota, Florida. Since joining the firm in 2014, she has built a wealth management practice with her partners focused on advising high net worth families, uniquely successful individuals, and businesses on customized wealth, investment, and liability planning solutions, as well as corporate retirement plan design, implementation, and management.

With over 21 years of experience across finance, fashion, media, and philanthropy, Rochelle brings a multidimensional perspective to client service. Her Financial Services credentials include the Qualified Plan Financial Consultant (QPFC) designation, securities Series 7, 63, 65, 31 licenses, as well as Life, Health, and Variable Insurance licenses in Florida, Pennsylvania, New York and Michigan.

Recognized for her client-focused approach and performance, Rochelle has earned membership in Morgan Stanley’s prestigious Pacesetter’s Club, and her team, The Bellwether Group, have been named to Forbes Best-In-State Teams for 2023, 2024 and 2025. She is also honored to be recognized as a SARASOTA MAGAZINE BEST OF 2024 Financial Planner, a testament to her commitment to her clients and her profession.

Rochelle firmly believes that the riskiest financial move is doing nothing. She starts every partnership with a plan, working closely with her diversified partners, who hold a broad range of expertise & designations — Certified Financial Planner®, Chartered Financial Analyst®, Family Wealth Director, Family Wealth Advisor, Certified Investment Management Analyst®, Insurance Director, Alternative Investment Director, and Chartered Retirement Planning Counselor — to craft customized financial plans that align with her clients’ objectives and risk tolerance. She emphasizes that a wealth plan should be flexible enough to adapt to life’s challenges and the financial markets’ cycles; the core steps of financial planning: Understanding Client Goals and Financial Situations, Crafting a Customized Financial Plan, Implementing Strategies, Monitoring and Adjusting the Plan, Educating and Empowering Clients, and Building Trust & Long-term Relationships.

Beyond her professional endeavors, Rochelle is actively involved in her community. She serves on Morgan Stanley’s Wealth Management Financial Advisor Technology Investment Council and the Southwest Florida Diversity & Inclusion Advisory Council. An advocate for financial literacy, Rochelle has participated in multiple Financial Savvy and Wealth Planning panels. Committed to giving back, Rochelle volunteers for causes focused on the arts, education, and the welfare of children and families. She has supported over 20 charities in Sarasota through Board service, Chairing, Fundraising Event Planning Committees, and donations.