Monica Nichol
Financial Advisor @Morgan Stanley
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WORK HISTORY
Financial Advisor @Morgan Stanley
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EDUCATION
University of Wisconsin-Madison
Bachelor's Degree, Personal Finance & Spanish
ABOUT MONICA NICHOL
Monica’s driving principle in her practice is to help educate her clients so they can build financial confidence. She first aims to understand what is important to her clients and their families. Together they create a financial plan tailored specifically to their needs and goals. Monica then helps align investment strategies around the financial plan created in collaboration with her clients.Monica attended the University of Wisconsin-Madison where she earned her Bachelor of Science in Personal Finance & Investing as well as her Bachelor of Science in Spanish Language. She holds her CERTIFIED FINANCIAL PLANNER™ designation.SIE, Series 7 & 66 LicensesHealth, Life, Variable Annuity LicensesNMLS # 26•••94
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