In her role as a registered client service associate, Nicole assists the practice and its clients by performing investment analysis, reporting and developing strategy proposals to meet clients’ needs with tailored services in a timely, responsive and quality manner. Additionally, she fulfills clients’ requests and assists with day-to-day practice operations, including account openings and maintenance and other services.
Prior to joining North Shore Wealth Management of Raymond James, Nicole worked in the firm’s Asset Management Services department, consulting with a number of financial advisors on investment offerings and strategies.
Nicole earned a Bachelor of Science degree from Florida State University and holds a FINRA Series 7 license to work as a general securities representative. Growing up, Nicole learned about finance from her father, a financial advisor in the St. Petersburg area. Her long familiarity with the firm and its place in the community encouraged her to seek an opportunity with the firm.
Outside the office, she is an active volunteer with Ronald McDonald House Charities. In her free time, she enjoys being with family and friends, watching sports and traveling.