As a retirement income specialist serving investors across the nation, Nicole sets realistic goals for her clients to help them grow and preserve their wealth. She uses advanced tools to guide her clients through every stage of life by creating a plan that seeks to ensure financial independence to support their lifestyle. As an Accredited Investment Fiduciary®, Nicole embraces the legal fiduciary obligation to place clients’ interests first.
Nicole wants to enrich her clients’ lives, and understands that every investor has specific goals and risk tolerances, and she places her role, responsibility and expertise at the highest level to accommodate them. Serving clients since 1995, Nicole’s enduring legacy and client relationships are measured in generations.
Areas of Expertise:
The Raymond James Red Bank office is a family office environment, with the high-level and experienced support of Dawne Clarke, Client Relationship Manager, Trish Collins, Administrative Assistant, and three seasoned Financial Advisors who provide back-up trading support whenever needed.
Nicole’s financial services career began in 1993 with UBS in San Francisco. After two years, she transferred to Wells Fargo Advisors where she worked 22 years and specialized in retirement planning, portfolio construction and risk management.
Nicole joined Raymond James in March, 2017.
“I was attracted to investment services because of my strong passion for helping my clients achieve their financial goals. My clients are like family to me, and Raymond James puts clients’ interests, needs and goals first, before the firm’s,” Nicole says. “Having access to industry-leading research, the latest technology and powerful planning tools helps me tremendously.”
Nicole graduated with a Bachelor’s degree from George Washington University in Washington, D.C.
She is active with The Jersey Shore Dream Center, Love, Inc., and The Fresh Air Fund.
Having achieved “empty nest” status, Nicole spends her free time biking, going on long dog walks with her husband, Steve, and reading. She has a passion for serving the underprivileged in her community, and believes that there is hope for everyone.
Originally from New Jersey, Nicole spent eleven years in San Francisco, CA, where she met Steve. Steve and Nicole have two “children”, Eric and Craig, and a cherished golden retriever named Sunny.
Contact Nicole at: email@example.com
Raymond James is not affiliated with the above organizations and/or charitable causes.