Nicole David is a Financial Advisor with The Cities Private Wealth Group. She is dedicated to helping clients pursue their financial goals through strategies that consider the broader context of their lives, ultimately empowering them to live more meaningful and fulfilling lives. Nicole believes that the most effective wealth management plans are comprehensive and tailored to each individual’s unique needs.
With over a decade of experience in the financial services industry, Nicole holds a Bachelor of Business degree from Western Illinois University. Dedicated to continuous learning, she has completed the rigorous curriculum and certification process required by the Certified Financial Planner Board of Standards, earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Deeply involved in the community, Nicole currently serves as board president of the Quad City Animal Welfare Center. Over the years, she has also served as president and remains a member of the Bettendorf Kiwanis Club, served as board chair and continues as a member of the Bettendorf YMCA Advisory Board, and enjoys volunteering with Junior Achievement of the Heartland and several other great local organizations. She loves spending time with her husband, their two sons, and friends, and takes life as it comes with a positive, flexible outlook. Nicole likes to stay active and social, whether playing softball or volleyball, golfing, spending time with friends, or jumping into whatever comes next.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. The Cities Private Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James is not affiliated with and does not endorse the opinions or services of the aforementioned organizations
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.