Nicole, a senior financial associate, focuses on managing client relationships, creating and updating wealth plans, coordinating financial reviews, and organizing client education and appreciation events. She strives to make the wealth planning process friendlier and helps ensures follow-through for clients.
Nicole has more than 14 years of experience in the financial services industry, having started her operations career at Morgan Stanley in 2004. She spent three years as a registered client service associate, five years as a compliance officer with the firm, and five years as manager of a large team.
In August 2017, Nicole joined RBC, creating a team devoted to helping clients develop customized wealth plans and providing clients with educational events focused on changes in estate, tax and health care laws as well as market updates.
Nicole studied exercise science at American Public University. She is passionate about fitness and also enjoys skiing, backpacking, gardening and cooking. Nicole volunteers as a coach for Girls On The Run in Montgomery County and participates in other activities that help educate children and young adults about nutrition and fitness.
