Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023
Published on February 2, 2023. Rankings based on data as of September 30, 2022.*
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Nicole endeavors to establish deep and valued relationships with clients to understand their needs and aspirations. Managing wealth extends well beyond building investment portfolios and cultivating tax strategies**. It means collaborating with clients to define what matters most in their lives, then developing a plan to navigate through each of their life stages. We utilize a hands on approach, tailoring strategies and advice to fit the unique goals and needs of clients as they plan for the next stage in life.
Nicole is a 2009 graduate from the University of West Florida (Pensacola, FL) where she completed her BA and graduated Magna Cum Laude. She went on to complete her MS in 2012 from the University of West Florida and was selected as a member of Alpha Phi Sigma (National Honor Society).
Nicole began her career with Merrill Lynch Wealth Management in 2014, prior to joining the financial services professions, she worked in the sales industry. Nicole’s focus is on developing strategies for individuals, business owners, and families in order to help them achieve their goals. Nicole provides a wide array of financial or investment services including wealth management, retirement planning, college planning, and investment planning or portfolio development.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of West Florida-Master's Degree
University of West Florida-Bachelor's Degree
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
Merrill
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #518460
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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