With more than 20 years of experience in the financial services industry, Nikki helps clients pursue what matters most. She strives to simplify their financial lives with wealth management strategies tailored to their needs. Her thoughtful approach includes devoting considerable time to understanding a client’s big picture, the priorities to address, and the future they envision. She relates to clients on a personal level, making sure to always put clients’ needs first.
Nikki has earned the Chartered Retirement Planning Counselor (CRPC®) designation, having studied pre- and post-retirement needs, asset management, estate planning and the retirement planning process through the College for Financial Planning. Her financial services career includes roles at such firms as First Union Securities, Morgan Stanley and Merrill Lynch. She joined Raymond James in January 2019, attracted by its client-first culture and support of women.
Originally from Buffalo, New York, Nikki went to high school in Naples, Florida, and lived there for 28 years. She now lives in Raleigh and stays active in her community as a member of Fairview Baptist Church in Apex and P.E.O., one of the oldest women’s organizations in North America. Her hobbies include traveling abroad, cooking and working out, but her favorite thing to do with her time is to spend it with her husband, Michael, and her daughters, Madeline and Lydia.
CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.
Raymond James does not provide tax or legal services.
Raymond James is not affiliated with the above organizations.
“In the complex world that we live in today, we strive to simplify our clients’ financial lives.”
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