Nicole McLeod, CFP®, AIF®
Vice President, Investments
Certified Financial Planner
As a financial planner, Nicole creates, implements and monitors our clients’ financial plans. Her sincere and caring nature align with what attracted her to the financial services industry … the joy of helping people accomplish their goals throughout all stages of their lives. She strives to help clients achieve their financial, personal, professional and philanthropic goals during their lifetime.
Nicole joined Morgan Keegan in 2007 as a practice management consultant, training financial advisors on efficiency and productivity. In January 2011, she moved to the Nashville office to become a financial advisor and partnered with Andrew to create The Fowler Group. The team became part of Raymond James in 2013.
She graduated from the University of Tennessee, Knoxville, with a bachelor’s degree in business administration, majoring in finance and minoring in accounting. Continuing her education, Nicole earned her Accredited Investment Fiduciary (AIF®) designation and her Certified Financial Planner (CFP®) designation.
Very involved in her community, Nicole has been recognized for her professional and philanthropic achievements and was given Nashville's Top 30 under 30 award in 2013. She has been a Nashville Chi Omega Alumnae Chapter member since 2011, and has held social and philanthropy chair roles. Additionally, Nicole recently finished her four year term serving on the Make-A-Wish Middle TN Young Leaders board, holding positions of Board Secretary, Board Chair and Board Past Chair. She also volunteers her time and resources with the Cystic Fibrosis Foundation, United Way and Habitat for Humanity.
In her free time, Nicole enjoys learning to play golf, cooking and trying new local restaurants, cheering on the University of Tennessee Volunteers and spending time with family and friends.
Originally from Germantown, Tennessee, she lives in Nashville's Wedgewood Houston neighborhood with her husband, Mark, their son, James, and their beloved dog, Maddy.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.