Nicole serves as our team’s client relationship consultant and is responsible for managing all aspects of client service. She is committed to providing dedicated and quality service through her responsive processing of client requests and timely problem resolution.
She is an Accredited Asset Management Specialist℠ and holds Series 7, 9/10 and 66 securities licenses and life, health and variable annuity insurance licenses.
Nicole joined Raymond James in December 2021. Previously in her career, she worked at Steward Partners for six years and UBS Financial Services for eight years. She was appointed to be a branch coach and mentor to new service associates during her time there. Nicole earned a Bachelor of Science degree in Mathematics from the University of St. Andrews in Scotland, where she graduated with Honors.
Nicole grew up in the Washington, D.C., area and has family in both England and Australia. In her free time, Nicole enjoys being a world traveler. Her favorite pastimes include staying fit with yoga/HIIT and attending various shows, concerts and musicals.