Nicole B.
SVP Senior Financial Advisor @Merrill Lynch
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WORK HISTORY
SVP Senior Financial Advisor @Merrill Lynch
Birmingham, AL, US
Pensacola/ Birmingham
EDUCATION
University of West Florida
Master of Science - MS
University of West Florida
Bachelor of Arts - BA
ABOUT NICOLE B.
Experienced Financial ProfessionalManaging wealth extends well beyond building investment portfolios and cultivating tax strategies. It means collaborating with clients to define what matters most in their lives, then developing a plan to navigate them through each of their life stages. I utilize a hands on approach, tailoring strategies and advice to fit the unique goals and needs of each client as they plan for the next stage in life. I began my career with Merrill Lynch in 2014, prior to joining the financial profession, I worked in the sales industry. I hold a series 7, series 66, CPFA, and 2-15 insurance license.I graduated from the University of West Florida with a Masters of Science degree in 2012 as a member of alpha phi sigma. I also attended UWF for my Bachelor of Arts degree, which I received in December of 2009 graduating magna cum lade.
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