“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.”
As a retirement income specialist, Nicole sets realistic goals for her clients to help them grow and preserve their wealth. She understands that every client has specific goals and risk tolerances, and she places her role, responsibility and expertise at the highest levels to accommodate them.
Nicole’s financial services career began in 1993 with UBS in San Francisco. Two years later, she transferred to Wells Fargo Advisors where she specialized in retirement planning, portfolio construction and risk management.
Nicole joined Raymond James in March 2017.
Nicole graduated with Bachelor’s degree from George Washington University in Washington, D.C.
She is active with The Fresh Air Fund, Love INC., Caregiving Friends and Red Bank Food Pantries.
Away from the office, Nicole enjoys jogging, antiquing and attending her children’s athletic events. She has a passion for serving the underprivileged in her community.
Originally from New Jersey, Nicole spent eleven years in San Francisco, CA. In 2002, she moved back to New Jersey with her husband Steve. Steve and Nicole have two children, Eric and Craig, and a dog, Coco.