Milton Nuckols

Senior Financial Advisor, Senior Vice President-investment Officer @Wells Fargo Advisors

Jacksonville, FL, US
EMAILS
m••••••••@wellsfargoadvisors.com
MOBILE NUMBERS
+19•••••••32

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WORK HISTORY

Jan 2008 — Present

Senior Financial Advisor, Senior Vice President-investment Officer @Wells Fargo Advisors

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I believe that today\'s investment climate offers unprecedented opportunities. At Wells Fargo Advisors, our mission is to help clients take advantage of those potential opportunities by providing them with three key tools:1. A clear understanding of their financial goals.2. a well-defined roadmap for achieving those goals.3. ongoing advise to help adjust their roadmap when their needs change.My services cover all areas of investment management, from investment and retirement planning to risk management and estate conservation. I focus on helping my clients develop a comprehensive, cohesive investment strategy that fits their unique needs and can help enable them to meet both short and long term objectives.

EDUCATION

1991 — 1995

William Paterson University of New Jersey

Master of Business Administration (M.B.A.), Concentration in Finance

SKILLS

Financial ServicesDeferred Compensation PlansBusiness-Succession PlanningFinancial AnalysisAsset AllocationConcentrated Stock ManagementBusiness Owner PlanningInvestment PlanningInsuranceInvestmentsFinancial Advisory401(K) RolloversInvestment StrategiesRetirement PlanningSecurities

ABOUT MILTON NUCKOLS

m••••••••@wellsfargo.com (90••••••43 For over two decades, I\'ve helped…

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