Value statement
Nicole’s comprehensive approach to planning includes incorporating client values into thoughtful strategies and dynamic solutions to help offer flexibility and stability.
Service and success
The wealth planning process begins with an integrated analysis based on client values, lifestyle, relationships and objectives. By gaining an in-depth understanding of what is important to each client, Nicole is able to offer sophisticated approaches to planning. Development of a personalized wealth management strategy is essential to achieving client financial objectives. As part of her commitment to ongoing education, Nicole chose to pursue the CERTIFIED FINANCIAL PLANNER® certification. CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program curriculum includes risk management techniques, as well as insurance, taxes, retirement, estate planning services and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
Background and personal life
Growing up outside of Atlanta, Nicole attended Georgia State University for her undergraduate degree. She spent the early part of her career in community management before joining RBC Wealth Management. Nicole is guided by her values around empathy, integrity and health. The solutions she builds for clients are based on their own values to help ensure their plans align with the goals they have set for themselves and their families. Nicole’s favorite days are spent outside being active with friends and family. She’s thoughtful, ambitious and curious, so she loves deep-dive podcasts on nutrition, fitness, emotional well-being and mindfulness (Huberman Lab, Dr. Gabrielle Lyon, Mindy Pelz, David Brooks, Arthur Brooks). Professionally, Nicole is looking to help more people define what happiness is to them and build the life they love.
