Nicole Verde
Financial Planner | Wealth Management | Bilingual (English/Spanish) | BSBA in Finance | Series 6, 63, and 65 Licensed | Licensed Life and Variable Annuity Insurance Agent
- Role
- Financial Planner at Edwards Financial Services Inc
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Nicole Verde
Diligent and bilingual graduate from the University of Central Florida with a Bachelor of…
Experience
Financial Planner
Edwards Financial Services Inc
Feb 2022 — Present
As a Financial Planner, I work with clients to design and implement comprehensive long-term financial strategies. Guide them through a structured planning process, beginning with an in-depth discovery to understand their current position, goals, and priorities, culminating in a tailored financial plan that evolves with life changes. Provide ongoing advice in key areas including retirement planning, estate planning, education savings, investment advising, insurance solutions, and overall wealth management, to help clients achieve their financial goals.Oversee firm-wide operations to ensure efficiency, regulatory compliance, and a seamless client experience. Direct cross-functional teams, streamline processes, and maintain strong coordination between advisors, custodians, and support staff to support the firm’s strategic and operational objectives.
Education
Florida International University - College of Business
Bachelor of Business Administration - BBA
University of Central Florida
Bachelor of Science in Business Administration, Finance
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