Nicole is a Senior Client Service Associate at Raymond James with the Bommarito Wealth Management Team. With over a decade of industry experience, the knowledge, and skills she has gained over the years allow her to offer clients a high-quality, personalized service experience based on clear communication, attention to detail and a prompt, efficient response to requests. She is dedicated to assisting all clients in the most challenging situations while delivering an exceptional client experience.
Prior to joining Raymond James in 2019, Nicole was a Senior Client Service Associate at Merrill Lynch, where she focused on implementing goal strategies, coupled with providing clients with superior guidance. Among her many responsibilities were processing and maintaining both new and existing accounts, creating reports and presentations for meetings, updating portfolio holdings, and researching stocks, bonds, ETFs or Mutual Funds for the wealth management advisers.
Nicole is an active supporter of several organizations including Children’s Hospital of Michigan and the Michigan Humane Society. She resides in Rochester Hills, Michigan and was married in 2014 to Justin Yates. They have a daughter, Reese and two German Shepherds, Captain and Lady.
When not in the office, she enjoys cooking, reading, riding Peloton, and spending time with family and friends.
Raymond James is not affiliated with the above organizations and/or charitable causes.