Nicole G. Carlon

As a Financial Advisor, Nicole focuses her knowledge and talents on creating comprehensive wealth-management strategies for her clients, by concentrating on overall portfolio management. Nicole collaborates with the firm’s executives and Senior Wealth Advisors as well as attorneys and tax professionals to assist individuals, executives and business owners with creating strategies that aim to effectively manage and protect their wealth. She is well versed and experienced when it comes to the disciplines of investing in both accumulation and distribution phases and developing financial plans for her clients. Nicole has a BBA from Florida Atlantic University, specializing in Finance and Financial Management Services and is studying for the CERTIFIED FINANCIAL PLANNER Professional designation.