Nicole Moon

Private Wealth Management Client Associate at Merrill Lynch

Role
Registered Private Wealth Client Associate at Merrill Lynch
Location
Miami, FL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

Experience

  1. Registered Private Wealth Client Associate

    Merrill Lynch

    Apr 2024 — Present · Coral Gables, FL, US

    Nicole joined Merrill Private Wealth Management in 2024 as a Registered Client Associate for The Chiavacci Beckerman Group. Nicole enjoys putting client care first with excellent service and efficiency. She holds FINRA SIE, Series 7, 9, 10, 66 and Life, Health & Variable Annuity Insurance licenses.The Chiavacci Beckerman Group is ranked #1 on Forbes Best-In-State Wealth Management Teams (Florida - Miami, Private Wealth, 2025, 2024 and 2023)SOURCE: FORBES.COM (AWARDED JAN 2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON DATA AS OF MARCH 31 OF PRIOR YEAR.

Education

  • University of Miami

    Bachelor's of Science

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Nicole Moon — Registered Private Wealth Client Associate at Merrill Lynch in Miami, FL, US | Unifers