Nicole McLeod
Vice President, Investments | CERTIFIED FINANCIAL PLANNER(TM) | at Raymond James
- Role
- Vice President, Investments Certified Financial Planner(Tm) at Raymond James
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President, Investments Certified Financial Planner(Tm)
Jan 2011 — Present · Nashville, TN, US
Skills
- Investment Management Consulting
- Life Insurance Portfolio Consulting
- Personal Financial Planning
- Stock Option Plan Exercise Strategies
- Retirement Planning
- Estate Planning & Trust Services
- Charitable Planning
- Family Wealth Consulting
- General Business Financial Planning
- Family Office Consulting
- Qualified Retirement Plans
- Non-Qualified Plans
- Education Planning
- Business Succession Planning
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