Nicole Annette Falciano, CRPC™
Vice President
Senior Financial Advisor
Senior Portfolio Advisor
With over 24 years of experience at Merrill Lynch Wealth Management, Nicole is dedicated to providing portfolio guidance to clients with an emphasis on asset allocation and diversification strategies. Having access to a wide array of specialists, she also provides guidance in the establishment of trust accounts, endowment accounts and estate accounts. At the center of Nicole’s philosophy is a passion to build enduring client relationships through her commitment to providing outstanding service.
Nicole began her career at Merrill in the Ponte Vedra Beach, Florida branch office in 1999. She then worked in our corporate offices as a Mutual Fund Specialist until relocating to Connecticut in 2006. Nicole graduated from Flagler College in Saint Augustine, Florida with an Accounting degree. Nicole enjoys skiing, cycling and traveling. She is passionate about making memories with her triplet daughters Lenora, Carina, Valentina and toddler, Nicolina.
Nicole earned the designation of Chartered Retirement Planning Counselor™, CRPC™ in 2007. Nicole is a Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment managers’ strategies, funds or portfolios. She has been an accredited Portfolio Advisor within Merrill Lynch Wealth Management since 2008.
Leah Berube
Wealth Management Client Associate
Working closely with Nicole, Leah provides clients with the vital aspects of service and support. She is skilled in assisting clients with their banking needs, navigating services on the WWW.MYMERRILL.COM website and account administration. She enjoys outdoor activities and spending time with her daughter and newborn son.
*Banking Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
