Joel R. Nichols
Senior Vice President- Wealth Management at UBS Financial Services, Inc.
- Role
- Financial Advisor at UBS
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Joel R. Nichols
Today, trusted financial advice is more important than ever. Whether I am working with individual clients or with plan sponsors and participants in the corporate retirement plan space, I take that role very seriously. A comprehensive planning approach informs all of our conversations and helps me learn all I can about you so we can address your most important priorities. Whether you are a business owner seeking advice on how to structure your compensation plan or a private client looking to build wealth for the future, protect it for the next generation or creating a giving strategy for the people and causes that are meaningful to you, we are well positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.**These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Financial Advisor
Apr 2006 — Present · Jacksonville, FL, US
Education
Presbyterian College
BA, History
1990 — 1994
University of Georgia - Terry College of Business
Financial Planning Certificate, Executive Program For Financial Planning
2008 — 2008
Institute of Business and Finance
MSFS, Portfolio Construction, Estate Planning
2005 — 2007
Pace Academy
High School Diploma
1977 — 1990
Skills
- Corporate and Small Business Retirement Plans
- Philanthropy
- Problem Solving
- Risk Management
- Financial Planning
- Portfolio Management
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